Jane Berryman
Jane Berryman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Philadelphia, PA, with 26 years of industry experience. Jane 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
100 N 18th St Ste 750, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2015Customer Dispute
December 2000Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
First Investors CorporationBroker
State Registrations22 states
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.