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CFP
JR
CFP

Jeffrey Reis

Ameriprise Financial Services, LLC
42 Years of Experience
Miamisburg, OH
1 DisclosureBroker
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Jeffrey Reis is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 42 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10100 Innovation Dr Ste 350, Miamisburg, OH, 45342

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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
June 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
November 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - November 2020 · 7 yrs 9 mos
Raymond James & Associates, INC.
February 2013 - November 2020 · 7 yrs 9 mos
Morgan Keegan & Company, INC.
February 2011 - February 2013 · 2 yrs
Morgan Keegan & Company, INC.Broker
February 2011 - February 2013 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
June 1999 - June 2009 · 10 yrs
Painewebber IncorporatedBroker
August 1989 - June 1999 · 9 yrs 10 mos
Liberty Securities CorporationBroker
January 1988 - June 1989 · 1 yr 5 mos
First Investors CorporationBroker
September 1983 - November 1987 · 4 yrs 2 mos
State Registrations16 states
CAFLGAINKYMDMINCNYOHSCSDTNTXWAWI
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.
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