Jeffrey Reynolds, financial advisor York PA

Jeffrey Reynolds

CRD Number: 7120263
Current Firm: Ameriprise Financial Services, LLC

Jeffrey Reynolds (CRD# 7120263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC York, PA May 2019 - Current 3
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
Contact Info for Jeffrey D. Reynolds
Phone Number: 612-671-3131
Registered State(s):
  • PA
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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