Jeffery Larson, financial advisor Minneapolis MN
69 score

Jeffery Larson

CRD Number: 3180965
Current Firm: Ameriprise Financial Services, Inc.

Jeffery Larson (CRD# 3180965) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Minneapolis, MN Oct 2014 - Current 2
Edina Country Club Minneapolis, MN May 2014 - Oct 2014 < 1
Falafal King Minneapolis, MN Mar 2014 - May 2014 < 1
Dolittles Woodfire Grill Golden Valley, MN Jun 2013 - Mar 2014 < 1
Mccormick & Schmicks Minneaspolis, MN Aug 2012 - Dec 2013 1
Planmember Securities Corporation Carpinteria, CA Mar 2011 - Dec 2012 1
Doc Shey's Noodle House Atlanta, GA Mar 2012 - Aug 2012 < 1
Neighbors Pub Atlanta, GA Aug 2011 - Mar 2012 < 1
The Georgian Club Atlanta, GA Oct 2007 - Aug 2011 3
Symetra Investment Services, Inc. Bellevue, WA Aug 2009 - Mar 2011 1
The Peachtree Club Atlanta, GA May 2008 - May 2009 1
The Georgian Club Atlanta, GA Oct 2007 - Mar 2008 < 1
Aig Valic Atlanta, GA Nov 2001 - Sep 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jun 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jeffery E. Larson
Phone Number: 612-671-3131
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
69

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