Jac Stulberg
Jac Stulberg is a registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 39 years of industry experience. Jac 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
2029 Century Park E Ste 2550, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (9)
Customer Dispute
May 2008Customer Dispute
September 2003Customer Dispute
June 2003Customer Dispute
January 2003Customer Dispute
July 2002Customer Dispute
September 1998Customer Dispute
April 1990Customer Dispute
June 1989Customer Dispute
March 1988Other Business Activities
Jac owns a single-family real estate property since 2014. Jac also participates in the LAPD Community Police Advisory Board, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
State Registrations14 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.