Jeremy Alexander Westaway
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- Arthurs TavernSep 2022 to May 2023
- UnemployedMar 2022 to Sep 2022
- Scimedx CorporationSep 2020 to Mar 2022
- UnemployedJun 2020 to Sep 2020
- Rutgers UniversityAug 2018 to Jun 2020
- Wightman FarmsJul 2017 to Aug 2018
- Binghamton UniversityMay 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7730067
- Firm CRD
- 6363