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JM
CFP · ChFC
JM
CFP · ChFC

Jerald Moore

Ameriprise Financial Services, LLC
39 Years of Experience
Richmond, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jerald Moore is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Richmond, VA, with 39 years of industry experience. Jerald 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
12955 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

3951 Westerre Parkway, Suite 100, Richmond, VA, 23233

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History

Regulatory History
Clean regulatory record

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

Jerald owns multiple single-family real estate properties, some since 1988. He is also one of four owners of a real estate purchase, renovation, resale, rent, and transition service/business, dedicating a few hours per week to it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 1988 - Present · 38 yrs 8 mos
Ameriprise Financial Services, LLC
May 1987 - Present · 39 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 1987 - Present · 39 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 2000 - July 2006 · 5 yrs 10 mos
State Registrations19 states
CODEFLGAILINMDMNNCNHNYOHORPASCTNTXVAWV
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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