Jessie TaylorCRD 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|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|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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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