Jennifer Marcontell
Jennifer Marcontell is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mont Belvieu, TX, with 26 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
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
2830 N FM 565 Rd Ste 600, Mont Belvieu, TX, 77523-5075
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2022Customer Dispute
June 2022Other Business Activities
Jennifer owns real estate, including land in New Mexico and property in Texas and Montana. She is also a board member and trustee for Marcontell, and has outside employment with Marcontell Wealth, LLC, dedicating about a quarter of her time to this.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations42 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.