JF
JF

Jason Fisk

32 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Jason Fisk is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Worth, TX, with 32 years of industry experience. Jason 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

5600 Clearfork Main St Ste 460, Fort Worth, TX, 76109

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History

Regulatory History (1)
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Customer Dispute
September 2007
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1994 - Present · 32 yrs 4 mos
Ameriprise Financial Services, LLC
November 1993 - Present · 32 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 1993 - Present · 32 yrs 6 mos
Previous Registrations
American Express Service CorporationBroker
March 1994 - December 1994 · 9 mos
Ids Life Insurance CompanyBroker
November 1993 - July 2006 · 12 yrs 8 mos
Blinder, Robinson & CO., INC.Broker
September 1989 - November 1989 · 2 mos
State Registrations34 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.