Rees Jenkins
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, LLCMay 2024 to now
- The Vanguard Group, Inc.Aug 2022 to Feb 2024
- Harris TeeterApr 2022 to Jun 2022
- No EmploymentAug 2021 to Apr 2022
- Celtic MasonryMay 2021 to Aug 2021
- No EmploymentAug 2020 to May 2021
- FedexJun 2020 to Aug 2020
- No EmploymentAug 2019 to Apr 2020
- 26 Acres BreweryMay 2019 to Aug 2019
- Parking Management CompanyMay 2019 to Aug 2019
- Indiana UniversityAug 2018 to Dec 2021
- Lake Norman Charter SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7606278
- Firm CRD
- 6363