JB
JB

Jennifer Bassett

27 Years of Experience
Bloomfield Hills, MI
Broker

Jennifer Bassett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomfield Hills, MI, with 27 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
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

39400 Woodward Ave Ste 255, Bloomfield Hills, MI, 48304

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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

Jennifer is a board member for Bassett, dedicating minimal time. She also works at Comerica Bank, spending about a quarter of her time there, and is involved with Young Living, dedicating minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Comerica Securities
November 2015 - November 2023 · 8 yrs
Comerica SecuritiesBroker
November 2015 - November 2023 · 8 yrs
Fifth Third Securities, INC.
August 2011 - November 2015 · 4 yrs 3 mos
Fifth Third Securities, INC.Broker
February 2007 - November 2015 · 8 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
October 2006 - February 2007 · 4 mos
Comerica SecuritiesBroker
July 2000 - July 2006 · 6 yrs
Natcity Investments, INC.Broker
June 1998 - July 2000 · 2 yrs 1 mo
State Registrations1 state
MI
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.