Jeremy
Davis

Ameriprise Financial Services, Inc

CRD#4592198
Investment Advisor
in Denver, CO
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About this Advisor

Jeremy Davis is a certified financial planner and chartered financial consultant located in Denver, Colorado. Currently an advisor at Ameriprise Financial Services, Inc, Davis has 14 years of work experience. Davis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Davis can work with customers in Colorado, Texas and Nebraska. Throughout their career, they have worked at Multi-Financial Securities Corp, Cetera Advisors LLC and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Denver, Colorado, and has 161 additional offices throughout the country. In total, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and employs more than 13,020 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7979 E Tufts Ave Ste 715
Denver, CO 80237

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

CO Average: $5,289,111,388
Total Number of Employees

13,718

CO Average: 157
Total Number of Accounts

1,393,263

CO Average: 8,262
Average Account Size

$178,230

CO Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jeremy Davis Work History

Jeremy has 14 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services, Inc

2012 - 2015 (3 years)

Cetera Advisors LLC

2004 - 2012 (8 years)

Multi-Financial Securities Corp

Disclosures

Jeremy Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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