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Jay Anthony Theis is a financial_advisor professional located in Sheldon, IA. They specialize in financial advisory. With over 23 years of experience, they bring deep expertise to every client.
Jay Anthony Theis - Ameriprise Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Jay Anthony Theis operates Ameriprise Financial Services, LLC in Sheldon, Iowa. With 23 years in the financial services industry, Theis brings extensive experience to client relationships. The business holds a FINRA CRD license number 4532713, which governs securities and investment advisory activities. Ameriprise Financial Services is a recognized financial services firm offering guidance to clients seeking professional financial planning and investment management support.
Jay Anthony Theis holds a FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license, which is required for individuals providing securities advice and investment services. This registration means the advisor is registered with FINRA and subject to regulatory oversight, compliance requirements, and continuing education standards. A FINRA CRD license signals that the advisor has passed required exams and meets industry qualifications for handling client investments and financial recommendations. This credential indicates the advisor operates within a regulated framework designed to protect investors.