Jeffrey Reynolds (CRD# 7120263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has over 3 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | York, PA | May 2019 - Current | 4 |
| Temple University | Philadelphia, PA | Jul 2016 - May 2020 | 3 |
| Independence Beer Garden | Philadelphia, PA | May 2018 - Sep 2018 | < 1 |
| Subway | Manchester, PA | Jul 2015 - Jul 2017 | 2 |
| Fedex | Lewisberry, PA | Jun 2016 - Jun 2017 | 1 |
| Northeastern Elementary, Middle School, High School | Manchester, PA | Jan 2003 - Jun 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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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