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Jessica L Cornwall

Advisor at Ameriprise — Auburn, ME

Updated today

Credentials

Series 66

Experience

5 years

Location

Auburn, ME 04210

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jessica Cornwall is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at various Ameriprise entities since 2007, including her current role at Rise Private Wealth Management since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Auburn, ME

2 Great Falls Plz Ste 6 B 4

Auburn ME 04210

Advisors at this office

4

Most active in

Maine · Texas

Work history

5 years of industry experience

Rise Private Wealth Management

2026 - Present • 1 year

Auburn, ME

Ameriprise

2024 - 2026 • 2 years

Auburn, ME

Ameriprise Financial Services, LLC

2020 - 2024 • 4 years

Portland, ME

Ameriprise Financial Services INc

2007 - 2020 • 13 years

Portland, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wayne S

Series 63, Series 66

Brunswick, ME

Gilbert Investment Management

Wayne Schaab is a financial advisor at Gilbert Investment Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Outside of his advisory role, he holds a life, health, and disability insurance license through Dow Investment Group. Gilbert Investment Management provides investment supervisory services and financial planning for individuals, trusts, municipalities, and other entities. The firm uses a core-satellite asset allocation strategy combining passive and active managers, offers both discretionary and non-discretionary portfolio management, and emphasizes client asset custody.

Wealth management Passive / index investing Active portfolio management
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Donald G

Series 63, Series 65

Brunswick, ME

Gilbert Investment Management

Donald Gilbert III is a financial advisor with Gilbert Investment Management in Brunswick, ME, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Gilbert Investment Management since 2018 and previously held roles at Delta Global Asset Management and Delta Equity Services Corporation from 2006 to 2017. Gilbert Investment Management provides investment supervisory services and financial planning for individuals, trusts, municipalities, small businesses, pension and profit-sharing plans, estates, and charitable organizations. The firm uses a core-satellite strategic asset allocation combining passive index and ETF exposures with selective active management and maintains client custody of assets without accepting proxy-voting authority.

Wealth management Passive / index investing Active portfolio management
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Paul S

Series 63, Series 66

Brunswick, ME

Capital Wealth Planning Services

Paul Suyama is a financial advisor with Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 designations and offering 39 years of industry experience. His prior roles include positions at StoneX Securities Inc. and WR Rice Financial Services, LLC. Since 2016, he has served as President and Investment Advisor Representative of Capital Wealth Planning Services. Capital Wealth Planning Services is an independent firm that primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm provides comprehensive financial planning, hourly consultations, and ongoing fee-based portfolio management using a needs-based approach with an emphasis on long-term strategies and non-discretionary account management.

General retirement planning Life insurance needs analysis Long-term care insurance
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David K

Series 63, Series 65

Brunswick, ME

Outfitter Financial

David Kenkel is the sole advisor at Outfitter Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His work history includes roles at Outfitter Financial LLC since 2017, Springworks Farm Maine, Inc., and coaching men's rugby at the University of Montana. He serves as a founding director and president of the Backstoppers Foundation and is involved in aquaponics organic farming through Springworks Farm Maine, Inc. Outfitter Financial LLC is a fee-only registered investment adviser managing approximately $158 million in discretionary assets primarily for individual and high-net-worth clients, as well as trusts and foundations. The firm uses a discretionary, asset-allocation approach focusing on equities, fixed income, mutual funds, and ETFs, combining fundamental and technical analysis to guide portfolio decisions.

Wealth management Private / alternative investments
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Craig D

Series 63, Series 65

Lewiston, ME

Gradient Securities, LLC

Craig Dickson is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Gradient Securities since 2012 and has been involved with several other financial and real estate ventures, including ownership roles in Investment Executives, Inc., Gonyea Enterprises, and Dickson Enterprises. Additionally, he is a licensed real estate agent with Better Homes & Gardens - The Masiello Group. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis with third-party manager relationships.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Quinlan L

Series 66

Auburn, ME

Arkadios Wealth Advisors

Quinlan Leary is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at TD Bank N.A. from 2021 to 2023. Leary serves as treasurer for the Edward Little Alumni Association, managing scholarship donations and ensuring timely disbursement of funds. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and incorporates fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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