JH
JH

Jennifer Hope

22 Years of Experience
Chardon, OH
Broker

Jennifer Hope is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chardon, OH, with 22 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

113 N Hambden St, Chardon, OH, 44024-1166

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer is involved with River Hills Consulting, dedicating approximately 60 hours per month to this role. This outside employment is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Masters Consulting Group
January 2015 - September 2023 · 8 yrs 8 mos
LPL Financial LLC
December 2011 - October 2020 · 8 yrs 10 mos
LPL Financial LLCBroker
November 2011 - September 2023 · 11 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
January 2008 - December 2011 · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2008 - December 2011 · 3 yrs 11 mos
Wachovia Securities, LLC
October 2004 - January 2008 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
July 2004 - January 2008 · 3 yrs 6 mos
Linsco/private Ledger CORP.Broker
April 2003 - August 2004 · 1 yr 4 mos
State Registrations37 states
ALAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMONCNDNHNJNVNYOHPASCSDTNTXUTVAWAWIWV
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.