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Jack Arduin

30 Years of Experience
Fort Myers, FL
Broker

Jack Arduin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Myers, FL, with 30 years of industry experience. Jack 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

12800 University Dr, Ste 105, Fort Myers, FL, 33907

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLC
January 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
November 2016 - January 2022 · 5 yrs 2 mos
Suntrust Investment Services, INC.
May 2016 - December 2016 · 7 mos
Truist Investment Services, INC.Broker
May 2016 - January 2022 · 5 yrs 8 mos
Herbert J. Sims Capital Management, INC.
May 2015 - June 2016 · 1 yr 1 mo
Herbert J. Sims & CO. INC.Broker
March 2015 - May 2016 · 1 yr 2 mos
Fifth Third Securities, INC.
November 2013 - March 2015 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
December 2003 - March 2015 · 11 yrs 3 mos
Natcity Investments, INC.Broker
January 1996 - January 2004 · 8 yrs
First of Michigan CorporationBroker
October 1995 - January 1996 · 3 mos
State Registrations9 states
ALFLGALAMDMINCNYPA
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.