JD
JD

Jennifer Du-Forstner

25 Years of Experience
Honolulu, HI
Broker

Jennifer Du-Forstner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 25 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

1585 Kapiolani Blvd, Ste 1616, Honolulu, HI, 96814-4524

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2001 - Present · 25 yrs
Ameriprise Financial Services, LLC
March 2001 - Present · 25 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2001 - Present · 25 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 2001 - July 2006 · 5 yrs 4 mos
Wma Securities, INC.Broker
September 2000 - March 2001 · 6 mos
State Registrations9 states
AZCACOGAHINVNYORRI
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.
Jennifer Du-Forstner - Financial Advisor | TrueAdvisor