Jessie Taylor (CRD# 5583571) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.
CRD# 2665369
Brown Wealth Management, LLC
Score
103
CRD# 5082883
Phillip James Financial Company
Score
103
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Jan 2015 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- MN
-
Total Assets Under Management198,081MILLIONS
-
Total Number of Accounts1,126,912ACCOUNTS
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Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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