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Jeffery Chaddock

37 Years of Experience
Columbus, OH
5 DisclosuresBroker

Jeffery Chaddock is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 37 years of industry experience. Jeffery 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

8008 N High St, Columbus, OH, 43235

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2005
Denied
Customer Dispute
February 2004
Denied
Customer Dispute
September 2003
Settled
Customer Dispute
September 2002
Settled
Customer Dispute
February 2002
Settled
Other Business Activities

Jeffery is involved in real estate ownership and management, including commercial and single-family properties. He also serves as CEO of a company related to Ameriprise GDC program and is involved in a design company, dedicating varying amounts of time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 1999 - Present · 26 yrs 7 mos
Ameriprise Financial Services, LLC
August 1988 - Present · 37 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1988 - Present · 37 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1988 - July 2006 · 17 yrs 11 mos
Pruco Securities CorporationBroker
July 1988 - September 1988 · 2 mos
The Prudential Insurance Company of AmericaBroker
July 1988 - September 1988 · 2 mos
State Registrations50 states
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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.