JB
JB

Jennifer Bymark

22 Years of Experience
Grand Rapids, MN
Broker

Jennifer Bymark is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MN, with 22 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.

Loading...

Location

350 NW 1st Ave, Ste C, Grand Rapids, MN, 55744-2756

Get directions

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.

Learn about disclosures →
Other Business Activities

Jennifer has business ownership, other, and consulting activities. She is also a board member for Bymark, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLC
January 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - January 2012 · 1 yr
Wells Fargo Advisors, LLC
January 2011 - January 2012 · 1 yr
Wells Fargo Investments, LLC
February 2006 - January 2011 · 4 yrs 11 mos
Wells Fargo Investments, LLCBroker
December 2005 - January 2011 · 5 yrs 1 mo
Pruco Securities, LLC.Broker
August 2003 - April 2005 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
May 2003 - July 2003 · 2 mos
Ids Life Insurance CompanyBroker
May 2003 - July 2003 · 2 mos
State Registrations20 states
AKAZCACOFLHIIAIDILMEMNNDNENHNYOHTXWAWIWY
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.