Grace Barrett-johnson
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered 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, LLCMar 2025 to now
- Self EmployedJul 2024 to Mar 2025
- TrabaApr 2024 to Jul 2024
- Christ the King ChurchFeb 2024 to Nov 2024
- United States Marine CorpsJan 2024 to Jan 2024
- UnemploymentJul 2023 to Dec 2023
- United States Marine CorpsMay 2023 to Jul 2023
- Commonwealth Computer Research IncMay 2020 to Dec 2020
- ClarinityFeb 2017 to May 2023
- City of Charlottesville Parks & RecreationMay 2016 to Sep 2018
- StudentAug 2014 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7449514
- Firm CRD
- 6363