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Jeffrey Christopher

43 Years of Experience
Stuart, FL
4 DisclosuresBroker

Jeffrey Christopher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Stuart, FL, with 43 years of industry experience. Jeffrey 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

301 SW Albany Ave, Stuart, FL, 34994-2031

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History

Regulatory History (4)
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
April 2007
Denied
Customer Dispute
November 2002
Denied
Customer Dispute
September 2002
Denied
Customer Dispute
July 2001
Denied
Other Business Activities

Jeffrey owns commercial real estate and another business since 2010. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 1987 - Present · 39 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1982 - Present · 44 yrs 1 mo
Ameriprise Financial Services, LLC
April 1982 - Present · 44 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
June 1982 - July 2006 · 24 yrs 1 mo
Ids Financial Services INC.Broker
April 1982 - December 1986 · 4 yrs 8 mos
State Registrations32 states
ALARAZCACOCTFLGAILKSKYLAMAMDMEMIMONCNHNJNVNYOHOKORPARISCTNTXVAWI
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.