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Jane Berryman

Ameriprise Financial Services, LLC
27 Years of Experience
Philadelphia, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jane Berryman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Philadelphia, PA, with 27 years of industry experience. Jane 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

100 N 18th St Ste 750, Philadelphia, PA, 19103

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History

Regulatory History (2)
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.
Employment Separation After Allegations
February 2015
Customer Dispute
December 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jane works as an independent insurance broker since 2011, representing The Standard and Pacific Life. She also serves on the Board of Directors for Berryman, working as a Librarian, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2015 - Present · 11 yrs 7 mos
Ameriprise Financial Services, LLC
March 2015 - Present · 11 yrs 7 mos
Ameriprise Financial Services, LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
April 2014 - February 2015 · 10 mos
Raymond James & Associates, INC.Broker
May 2006 - February 2015 · 8 yrs 9 mos
First Investors CorporationBroker
July 1999 - May 2006 · 6 yrs 10 mos
State Registrations22 states
AZCACODCDEFLGAILKYMAMDMINCNJNYOHPASCTXVAWAWY
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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