JC
ChFC
JC
ChFC

Jeffrey Carlson

11 Years of Experience
Minneapolis, MN
Broker

Jeffrey Carlson is a ChFC-designated registered investment advisor, based in Minneapolis, MN, with 11 years of industry experience.

Location

901 3rd Ave S, Minneapolis, MN, 55402-3367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a partner in an investment real estate rental property since 2018, handling property maintenance and rentals, dedicating minimal time. He also works as a press box spotter for a college football team, earning up to $10,000 per year and dedicating minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLC
January 2018 - Present · 8 yrs 4 mos
American Enterprise Investment Services INC.
January 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
American Enterprise Investment Services INC.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Questar Asset Management, INC.
June 2016 - November 2017 · 1 yr 5 mos
Questar Capital CorporationBroker
September 2014 - November 2017 · 3 yrs 2 mos
Allianz Life Financial Services, LLCBroker
March 2014 - September 2014 · 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Carlson - Financial Advisor | TrueAdvisor