Jeff Bank
Jeff Bank is a registered investment advisor at Ameriprise Financial Services, LLC, based in Coral Springs, FL, with 39 years of industry experience. Jeff 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
3111 N University Dr, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2010Customer Dispute
March 2009Customer Dispute
July 2008Customer Dispute
April 2008Customer Dispute
March 2007Customer Dispute
November 2001Customer Dispute
September 1989Other Business Activities
Jeff works at Centennial Bank since January 2020. This takes about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Painewebber IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
Shearson Lehman Brothers INC.Broker
State Registrations8 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.