Riverside, CA Flat Rock Dr Office

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Judith Moffitt is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team in partnership with client advisors.