Jefferson Harris, financial advisor Oklahoma City OK

Jefferson Harris

CRD Number: 6947107
Current Firm: Ameriprise Financial Services, LLC

Jefferson Harris (CRD# 6947107) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oklahoma City, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Oklahoma City, OK Dec 2018 - Current 4
Southern Nazarene University Bethany, OK Aug 2015 - May 2019 3
The Greens Country Club Oklahoma City, OK May 2016 - Aug 2018 2
Northwestern Mutual Oklahoma City, OK May 2017 - May 2018 1
All American Pizza Oklahoma City, OK Jan 2015 - May 2015 < 1
Putnam City North High School Oklahoma City, OK Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Jefferson W. Harris
Phone Number: 612-671-3131
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
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, WY

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