Andrius Jurkunas
Andrius Jurkunas is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wellesley, MA, with 25 years of industry experience. Andrius 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
60 William Street, Suite 140, Wellesley, MA, 02481-3810
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2015Customer Dispute
October 2011Customer Dispute
December 2008Other Business Activities
Andrius owns multiple real estate properties and has an ownership stake in Winter Durum LLC. He also serves on the advisory board for Jurkunas and as a trustee, dedicating minimal time to these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.Broker
State Registrations19 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.