Jennifer Carmer-Hall
Jennifer Carmer-Hall is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Montesano, WA, with 35 years of industry experience. Jennifer 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Montesano, WA
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Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Jennifer serves as attorney in fact and executor for a client (her spouse), providing investment advice, securities trading, or asset management only in the event of incapacity or death. She also works as a motivational speaker for Christ Lutheran Church's Mother's Day banquet.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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