Jill Kasen
Jill Kasen is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Burbank, CA, with 40 years of industry experience. Jill 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3500 W Olive Ave, Ste 560, Burbank, CA, 91505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jill is an independent insurance broker, representing multiple companies including American General Life Insurance, Lincoln National Life Insurance Company, and others. She also sells disability income insurance.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Kasen Investment Services, INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Systematized Benefits Administrators, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
American Pacific Securities CorporationBroker
State Registrations12 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.