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Jason Slates

Ameriprise Financial Services, LLC
28 Years of Experience
Canton, OH
1 DisclosureBroker
View SEC Summary
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Jason Slates is a registered investment advisor at Ameriprise Financial Services, LLC, based in Canton, OH, with 28 years of industry experience. Jason 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

4481 Munson St NW, Canton, OH, 44718-3678

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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 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason owns multiple rental condominium properties since 2004 and 2014. He dedicates minimal time to these activities, which are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
May 2010 - Present · 16 yrs 5 mos
The Huntington Investment CompanyBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
April 1998 - April 2007 · 9 yrs
Brokers Transaction Services, INC.Broker
December 1997 - April 1998 · 4 mos
State Registrations28 states
ALAZCACOCTFLGAHIILKYLAMDMEMIMONCNJNMNYOHORPARISCTNTXVAWI
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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