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Jared Lynne

Ameriprise Financial Services, LLC
31 Years of Experience
Pleasantville, NY
1 DisclosureBroker
View SEC Summary
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Jared Lynne is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pleasantville, NY, with 31 years of industry experience. Jared 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

427 Bedford Rd, Ste 210, Pleasantville, NY, 10570-3035

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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
March 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jared has business ownership in consulting since 2011, spending a few hours per week on it. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2003 - Present · 23 yrs 7 mos
Ameriprise Financial Services, LLC
July 1996 - Present · 30 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 1996 - Present · 30 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1996 - July 2006 · 10 yrs
Duke & CO., INC.Broker
September 1995 - January 1996 · 4 mos
A. R. Baron & CO., INC.Broker
June 1995 - September 1995 · 3 mos
Monroe Parker Securities, INC.Broker
August 1994 - September 1994 · 1 mo
Biltmore Securities, INCBroker
April 1994 - August 1994 · 4 mos
State Registrations24 states
AZCACOCTDCDEFLGAHILAMAMDNCNHNJNYORPARISCTNTXUTVA
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.
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