Jessie Taylor, financial advisor Minneapolis MN
93 score

Jessie Taylor

CRD Number: 5583571
Current Firm: Ameriprise Financial Services, Inc.

Jessie Taylor (CRD# 5583571) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Minneapolis, MN Jan 2015 - Current 1
U.s. Bancorp Investments, Inc. St Paul, MN Mar 2013 - Dec 2014 1
Ameriprise Financial Services, Inc. Minneapolis, MN Feb 2011 - Mar 2013 2
Ameriprise Financial Services, Inc. Minneapolis, MN Aug 2010 - Feb 2011 < 1
Ameriprise Financial Services, Inc. Minneapolis, MN Jan 2009 - Aug 2010 1
Tcf Bank Minneapolis, MN Jun 2008 - Dec 2008 < 1
Uvest Financial Services, Inc. Charlotte, NC Aug 2008 - Nov 2008 < 1
Wells Fargo Bank Na Shoreview, MN Jun 2007 - Jun 2008 1
Student Minneapolis, MN Dec 2006 - Jun 2007 < 1
Marshall Field's Co Minneapolis, MN Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jessie L. Taylor
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
93
Clean Record
This advisor has a clean track record with regulators.

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