Jeremy Vincent Meneray
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2022 to now
- UnemployedMar 2022 to Aug 2022
- Equitable Advisors, LLCAug 2020 to Mar 2022
- Nordstroms RackOct 2019 to Jul 2021
- UnemployedApr 2019 to Oct 2019
- Washington State UniversityJan 2019 to May 2020
- UlineFeb 2018 to Apr 2019
- Sam's ClubJul 2017 to Feb 2018
- Palomar CollegeJan 2017 to Sep 2018
- WalmartNov 2016 to Jul 2017
- TargetJun 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7289317
- Firm CRD
- 6363