Jeff Gilbert
Jeff Gilbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 38 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
530 W Spring Street, Suite 160, Columbus, OH, 43215
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Jeff is an independent insurance broker with Anthem since 2010 and has business ownership in an investment-related business since 2023. He spends minimal time on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations34 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.