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Jennifer Calabro

26 Years of Experience
Downingtown, PA
1 DisclosureBroker

Jennifer Calabro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Downingtown, PA, 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
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

4 Brandywine Ave, Downingtown, PA, 19335

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History

Regulatory History (1)
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Customer Dispute
April 2018
Denied
Other Business Activities

Jennifer works at S&T Bank, dedicating approximately 60 hours per month to this role. She also serves on the finance council for St. Joseph Church, spending minimal time reviewing the church and school budget.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - May 2020 · 6 yrs 4 mos
Cetera Investment Services LLCBroker
October 2011 - May 2020 · 8 yrs 7 mos
Cetera Investment Services LLC
October 2011 - January 2014 · 2 yrs 3 mos
Uvest Financial Services Group, INC.Broker
April 2002 - October 2011 · 9 yrs 6 mos
Uvest Financial Services Group, INC.
April 2002 - October 2011 · 9 yrs 6 mos
Walnut Street Securities, INC.Broker
September 2000 - April 2002 · 1 yr 7 mos
Dreyfus Investment Services CorporationBroker
December 1999 - July 2000 · 7 mos
State Registrations8 states
DEFLGAHINCNJPASC
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 Calabro - Financial Advisor | TrueAdvisor