JF
ChFC
JF
ChFC

Jeremy Fredenburg

28 Years of Experience
Seneca Falls, NY
Broker

Jeremy Fredenburg is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Seneca Falls, NY, with 28 years of industry experience. Jeremy 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

24 State Street, Box 54, Seneca Falls, NY, 13148

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeremy has business ownership interests, including Council Rock Associates LLC and WSGB, LLC, and is involved in consulting. These activities take about 10-20% of Jeremy's time each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 1997 - Present · 29 yrs
Ameriprise Financial Services, LLC
July 1997 - Present · 29 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
July 1997 - July 2006 · 9 yrs
State Registrations11 states
AZFLGAMAMINCNYOHPATXVA
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.
Jeremy Fredenburg - Financial Advisor | TrueAdvisor