BJ
BJ

Barry Jateff

44 Years of Experience
Chesterfield, MO
1 DisclosureBroker

Barry Jateff is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chesterfield, MO, with 44 years of industry experience. Barry 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

14755 N Outer 40 Rd, Ste 500, Chesterfield, MO, 63017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 9 mos
Ameriprise Financial Services, LLC
July 2009 - Present · 17 yrs
Ameriprise Financial Services, LLCBroker
July 2009 - Present · 17 yrs
Previous Registrations
Ameriprise Advisor Services, INC.
October 2007 - October 2009 · 2 yrs
Ameriprise Advisor Services, INC.Broker
September 2003 - October 2009 · 6 yrs 1 mo
Wachovia Securities, LLCBroker
February 2000 - September 2003 · 3 yrs 7 mos
Advest, INC.Broker
August 1994 - February 2000 · 5 yrs 6 mos
Painewebber IncorporatedBroker
January 1990 - August 1994 · 4 yrs 7 mos
Prudential-Bache Securities INC.Broker
January 1982 - January 1990 · 8 yrs
State Registrations29 states
ALAZCACODCFLGAIAILINLAMAMDMIMNMONCNENJNYOHOKORPATNTXVAWAWV
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.
Barry Jateff - Financial Advisor | TrueAdvisor