Jeffrey Hummel
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Jeffrey Hummel? Claim your profile
Contact this firm
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
13 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Jeffrey HummelJan 2023 to now
- Cornerstone Advisors Asset Management, LLCMar 2022 to Aug 2025
- Cornerstone Benefits, Inc.Mar 2022 to Aug 2025
- Cornerstone Institutional Investors, LLCMar 2022 to Aug 2025
- M Holdings Securities, Inc.Mar 2022 to Aug 2025
- UnemployedOct 2021 to Feb 2022
- Resource Capital FundsJun 2021 to Sep 2021
- Tall Timbers Nursery, Inc.Jun 2020 to Jul 2020
- The Da Vinci Science CenterJun 2019 to Aug 2019
- Lafayette CollegeAug 2017 to May 2021
- Leiser's Sales and RentalsJun 2016 to Jun 2019
- Moravian AcademyAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7539405
- Firm CRD
- 6363