Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC

Kellie D Jacques is a Financial Advisor at Ameriprise Financial Services, LLC located at 2221 Washington Street, Newton, Massachusetts, United States. Kellie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kellie specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and insurance products. The institution adheres to a code of ethics and offers expertise in a wide range of financial planning areas to help clients achieve their financial goals.