JA
CFP
JA
CFP

Jacqueline Aime

25 Years of Experience
Owings Mills, MD
4 DisclosuresBroker

Jacqueline Aime is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Owings Mills, MD, with 25 years of industry experience. Jacqueline 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

300 Red Brook Blvd Ste 320, Owings Mills, MD, 21117

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History

Regulatory History (4)
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 2020
Settled
Customer Dispute
June 2018
Closed-No Action
Regulatory
September 2012
Final
Customer Dispute
August 2003
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
June 2025 - Present · 11 mos
Ameriprise Financial Services, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2023 - June 2025 · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
June 2023 - May 2025 · 1 yr 11 mos
Prudential Financial Planning Services
August 2018 - June 2020 · 1 yr 10 mos
Pruco Securities, LLC.Broker
August 2018 - June 2020 · 1 yr 10 mos
Cuso Financial Services, L.P.
December 2013 - July 2018 · 4 yrs 7 mos
Cuso Financial Services, L.P.Broker
December 2013 - July 2018 · 4 yrs 7 mos
Opes Capital Management, LLC
March 2012 - January 2014 · 1 yr 10 mos
United Brokerage Services, INCBroker
November 2009 - February 2012 · 2 yrs 3 mos
United Brokerage Services INC
November 2009 - February 2012 · 2 yrs 3 mos
Allstate Financial Services, LLCBroker
April 2009 - November 2009 · 7 mos
Royal Alliance Associates, INC.
April 2008 - April 2009 · 1 yr
Royal Alliance Associates, INC.Broker
October 2007 - April 2009 · 1 yr 6 mos
Linsco/private Ledger CORP.
May 2007 - October 2007 · 5 mos
Linsco/private Ledger CORP.Broker
May 2007 - October 2007 · 5 mos
Bb&t Investment Services, INC.
January 2006 - April 2007 · 1 yr 3 mos
Bb&t Investment Services, INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Suntrust Investment Services, INC.Broker
March 2005 - December 2005 · 9 mos
Suntrust Investment Services, INC.
March 2005 - December 2005 · 9 mos
Banc of America Investment Services, INC.
October 2004 - February 2005 · 4 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2005 · 4 mos
Quick & Reilly, INC.
March 2004 - October 2004 · 7 mos
Quick & Reilly, INC.Broker
March 2004 - October 2004 · 7 mos
Wachovia Securities, LLC
April 2002 - March 2004 · 1 yr 11 mos
Wachovia Securities, LLCBroker
April 2002 - March 2004 · 1 yr 11 mos
Suntrust Securities, INC.Broker
July 2000 - April 2002 · 1 yr 9 mos
First Union Brokerage Services, INC.Broker
November 1997 - June 2000 · 2 yrs 7 mos
Nylife Securities INC.Broker
September 1997 - October 1997 · 1 mo
State Registrations9 states
FLMDMINCNYOHSCUTVA
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.