Jesse Webb
Jesse Webb is a registered investment advisor at Ameriprise Financial Services, LLC, based in The Woodlands, TX, with 33 years of industry experience. Jesse 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
24 Waterway Ave, Ste 1400, The Woodlands, TX, 77380-3391
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2025Regulatory
September 2018Customer Dispute
February 2015Employment Separation After Allegations
January 2012Customer Dispute
April 2010Customer Dispute
April 2010Other Business Activities
Jesse has two investment-related business ownership activities at 1855 Crane Ridge Drive, one since 1999 and the other since 2021. He spends minimal time on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations17 states
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.