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Jason Clowers

25 Years of Experience
Park City, UT
1 DisclosureBroker

Jason Clowers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Park City, UT, with 25 years of industry experience. Jason 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

Park City, UT

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2019
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2019 - Present · 6 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Ameriprise Financial Services, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2009 - August 2019 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLC
March 2009 - August 2019 · 10 yrs 5 mos
Citigroup Global Markets INC.
June 2003 - April 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2003 - April 2009 · 5 yrs 10 mos
Prudential Securities Incorporated
March 2001 - June 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
January 2001 - June 2003 · 2 yrs 5 mos
State Registrations13 states
ALFLGAKYMINCNYOHTNTXUTWAWI
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.
Jason Clowers - Financial Advisor | TrueAdvisor