JC
JC

Jeanette Cable

24 Years of Experience
Seven Hills, OH
1 DisclosureBroker

Jeanette Cable is a registered investment advisor at Ameriprise Financial Services, LLC, based in Seven Hills, OH, with 24 years of industry experience. Jeanette is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

4141 Rockside Rd, Ste 105, Seven Hills, OH, 44131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2018
Denied
Other Business Activities

Jeanette owns another business, but it is not investment-related. She spends no time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Key Investment Services LLC
August 2006 - September 2018 · 12 yrs 1 mo
Key Investment Services LLCBroker
August 2006 - September 2018 · 12 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2005 - August 2006 · 1 yr 2 mos
Fifth Third Securities, INC.
February 2005 - February 2005 · 0 mos
Fifth Third Securities, INC.Broker
July 2004 - February 2005 · 7 mos
Banc One Securities CorporationBroker
November 2001 - July 2004 · 2 yrs 8 mos
State Registrations1 state
OH
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.