Jay Zi Gustafson
Investment adviser representative at Ameriprise Financial Services, LLC
20 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
20 years in the industry.
- Ameriprise Financial Services, LLCMar 2025 to now
- Edward JonesJul 2024 to Mar 2025
- Pinnacle BankApr 2022 to Jun 2024
- City of Grand IslandMay 2021 to Jul 2021
- Full Time StudentAug 2006 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7946925
- Firm CRD
- 6363