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Our financial advice team


Dan Jiyamapa, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Dan Jiyamapa

BFA, APMA, AWMA℠, CRPC, CLTC®, CSRIC®

Private Wealth Advisor

Allegiance Wealth Management

An Ameriprise Private Wealth Advisor

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Small Business

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • CSRIC® Chartered SRI Counselor

Education

  • B.A. Economics, Northwestern University, 1994

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2023
  • Ameriprise Circle of Success, 2007, 2008, 2011, 2014-2023
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Allegiance Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Five Star Wealth Manager, Washington state, 2012, 2014-2024
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Relay For Life Sponsor

Woodland Park Zoo Partner Contributor

Pacific Science Center Corporate Associate

Interests

I am blessed with a daughter and a son.

Interests include: snowboarding, skiing, photography and cycling of all kinds.

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.