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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JEFFREY ERIC O'DONNELL

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

Rushford, MN

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Search this name across graphsid dfx:ria:f1c80c55-faca-3c78-73bb-61970e9bdb4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERIPRISE FINANCIAL SERVICES, LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 7, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 7, 2005
First registration: Jan 12, 2006
Dual registered: yes, broker-dealer
Other names: JEFFREY ERIC O'DONNELL|JEFFREY E. O'DONNELL|JEFFREY ODONNELL
IAPD individual key: 4928816

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 11, 2025	n/a	yes	Rushford, MN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2012	Aug 13, 2025	no	RUSHFORD, MN\|RUSHFORD, MN\|WINONA, MN	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 21, 2011	Aug 1, 2012	no	RUSHFORD, MN\|ROCHESTER, MN\|RUSHFORD, MN	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 12, 2006	Nov 18, 2011	no	ROCHESTER, MN\|ROCHESTER, MN\|RUSHFORD, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 13, 2025	Aug 11, 2025	-2	Firm change	Ibd to ibd
CONCOURSE FINANCIAL GROUP ADVISORS	LPL FINANCIAL LLC	Aug 1, 2012	Jul 10, 2012	-22	Firm change	Other
GENEOS WEALTH MANAGEMENT, INC.	CONCOURSE FINANCIAL GROUP ADVISORS	Nov 18, 2011	Nov 21, 2011	3	Firm change	Other

Relationships

Registered with (4)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 10, 2012 to Aug 13, 2025factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 21, 2011 to Aug 1, 2012factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 12, 2006 to Nov 18, 2011factForm ADV

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
Jeffrey Eric O'Donnell left Lpl Financial Llc for Ameriprise Financial Services, Llc (registered 2025-08-11)
Form ADVobserved 5 days ago