Jed Willoughby
Jed Willoughby is a registered investment advisor at Ameriprise Financial Services, LLC, based in West Des Moines, IA, with 42 years of industry experience. Jed 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1089 Jordan Creek Pkwy, Ste 110, West Des Moines, IA, 50266-5830
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2013Customer Dispute
October 2009Customer Dispute
November 1996Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
U.S. Bancorp Investments, INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations11 states
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
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