JC
CFP
JC
CFP

Jamie Chambers

25 Years of Experience
Kirkland, WA
1 DisclosureBroker

Jamie Chambers is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kirkland, WA, with 25 years of industry experience. Jamie 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

4055 Lake Washington Blvd Ne, Ste 200, Kirkland, WA, 98033-7871

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History

Regulatory History (1)
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Customer Dispute
July 2021
Settled
Other Business Activities

Jamie owns J. Chambers, LLC for internal accounting, business expenses, payroll, and 401k related to their franchise business. The LLC is not yet operational and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2000 - Present · 26 yrs
Ameriprise Financial Services, LLC
May 2000 - Present · 26 yrs
Ameriprise Financial Services, LLCBroker
May 2000 - Present · 26 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
May 2000 - July 2006 · 6 yrs 2 mos
State Registrations12 states
AKAZCACOIDMNMTOKORSCTNWA
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.