TrueAdvisor
TrueAdvisor
JT
JT

John Trecaso

Ameriprise Financial Services, LLC
37 Years of Experience
Akron, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

John Trecaso is a registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 37 years of industry experience. John 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
12908 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

2311 W Market St, Ste 1A, Akron, OH, 44313-4441

Get directions

History

Regulatory History (1)
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
July 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is involved in several "other" business activities at different locations in Akron and Fairlawn, OH, since 2010, 2015, and 2014. These activities are not investment-related and require minimal time commitment.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2012 - Present · 13 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2012 - Present · 13 yrs 10 mos
Ameriprise Financial Services, LLC
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2009 - December 2012 · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2009 - December 2012 · 3 yrs 9 mos
Wachovia Securities, LLC
September 2000 - March 2009 · 8 yrs 6 mos
Wachovia Securities, LLCBroker
September 1994 - March 2009 · 14 yrs 6 mos
Painewebber IncorporatedBroker
January 1990 - August 1994 · 4 yrs 7 mos
J. T. Moran & CO., INC.Broker
July 1988 - January 1990 · 1 yr 6 mos
State Registrations13 states
ALAZCAFLGALAMNMONYOHPASCVA
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.
More Advisors
More financial advisors in Akron, OH →All financial advisors in Ohio →