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Jada lee Sessions

Investment adviser representative at Ameriprise Financial Services, LLC
10 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

10 years in the industry.

  1. Ameriprise Financial Services, LLCNov 2025 to now
  2. UnemployedJul 2025 to Nov 2025
  3. Medpro Healthcare StaffingAug 2022 to Jul 2025
  4. The Joint ChiropracticApr 2021 to Aug 2022
  5. Wendy's / Jae FranchiseJan 2018 to Feb 2022
  6. Western High SchoolAug 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
8168469
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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