TrueAdvisor
TrueAdvisor
JR
JR

Jana Reddick

Ameriprise Financial Services, LLC
34 Years of Experience
Henderson, NV
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jana Reddick is a registered investment advisor at Ameriprise Financial Services, LLC, based in Henderson, NV, with 34 years of industry experience. Jana 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

2495 Village View Dr Ste 200, Henderson, NV, 89074

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
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
January 2014 - March 2021 · 7 yrs 2 mos
Morgan Stanley
January 2014 - March 2021 · 7 yrs 2 mos
Wells Fargo Advisors, LLC
January 2011 - January 2014 · 3 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - January 2014 · 3 yrs
Wells Fargo Investments, LLC
January 2008 - January 2011 · 3 yrs
Wells Fargo Investments, LLCBroker
January 2008 - January 2011 · 3 yrs
Citigroup Global Markets INC.Broker
May 2007 - January 2008 · 8 mos
Citigroup Global Markets INC.
May 2007 - January 2008 · 8 mos
Citicorp Investment Services
July 2004 - May 2007 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
February 2003 - May 2007 · 4 yrs 3 mos
Cal Fed InvestmentsBroker
November 2002 - February 2003 · 3 mos
Wachovia Securities, INC.
September 2000 - October 2002 · 2 yrs 1 mo
Wachovia Securities, INC.Broker
June 2000 - October 2002 · 2 yrs 4 mos
Prudential Securities IncorporatedBroker
June 1992 - July 2000 · 8 yrs 1 mo
State Registrations22 states
ARAZCACOFLGAHIINMAMIMNMTNJNVNYRISDTXUTVAWAWI
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 Henderson, NV →All financial advisors in Nevada →