Jeffrey Krinsky
Jeffrey Krinsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Westlake Village, CA, with 25 years of industry experience. Jeffrey 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
3027 Townsgate Rd, Ste 200, Westlake Village, CA, 91361-5863
Get directionsHistory
Regulatory History (8)
Customer Dispute
September 2015Customer Dispute
July 2014Customer Dispute
September 2012Customer Dispute
May 2011Customer Dispute
May 2011Customer Dispute
January 2011Customer Dispute
October 2010Employment Separation After Allegations
July 2002Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations10 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.