JK
JK

Jeffrey Kemp

32 Years of Experience
Melville, NY
1 DisclosureBroker

Jeffrey Kemp is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melville, NY, with 32 years of industry experience. Jeffrey 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

200 Broadhollow Rd, Ste 302, Melville, NY, 11747

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History

Regulatory History (1)
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Customer Dispute
December 2007
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Janney Montgomery Scott LLC
July 2015 - October 2022 · 7 yrs 3 mos
Janney Montgomery Scott LLCBroker
July 2015 - October 2022 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - July 2015 · 6 yrs 1 mo
Morgan Stanley
June 2009 - July 2015 · 6 yrs 1 mo
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
June 2001 - June 2007 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - June 2001 · 8 yrs
State Registrations15 states
ARCTFLMAMINCNHNJNVNYPAPRSCTXWA
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.