JN
CFP
JN
CFP

Jennifer Nash

44 Years of Experience
Tallahassee, FL
1 DisclosureBroker

Jennifer Nash is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tallahassee, FL, with 44 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1382 A Timberlane Rd, Tallahassee, FL, 32312

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History

Regulatory History (1)
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Judgment / Lien
February 2020
Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 1987 - Present · 39 yrs 1 mo
Ameriprise Financial Services, LLC
August 1981 - Present · 44 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1981 - Present · 44 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
Ids Financial Services INC.Broker
August 1981 - December 1986 · 5 yrs 4 mos
State Registrations11 states
CAFLGAMNNCNYPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.