Jennifer Williams
Jennifer Williams is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Staunton, VA, with 20 years of industry experience. Jennifer 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
125 S Augusta St, Ste 3100, Staunton, VA, 24401-4386
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
The Henderson Group
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Edward Jones
Edward JonesBroker
Scott & Stringfellow, INC.Broker
Wachovia Securities, LLCBroker
Harrisdirect LLCBroker
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
State Registrations1 state
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