JI
JI

Jason Ice

24 Years of Experience
Cleveland, OH
Broker

Jason Ice is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cleveland, OH, with 24 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

25201 Chagrin Blvd Ste 350, Cleveland, OH, 44122

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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

Jason is involved with Certainty of the Uncertainty, LLC since 2022. He dedicates about 60 hours per month to this activity, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Avantax Advisory Services
October 2019 - February 2021 · 1 yr 4 mos
Avantax Investment Services, INC.Broker
October 2019 - February 2021 · 1 yr 4 mos
1st Global Advisors INC
July 2009 - October 2019 · 10 yrs 3 mos
1st Global Capital CORP.Broker
July 2009 - October 2019 · 10 yrs 3 mos
Ameriprise Financial Services, INC.
July 2003 - July 2009 · 6 yrs
Ameriprise Financial Services, INC.Broker
February 2002 - July 2009 · 7 yrs 5 mos
Ids Life Insurance CompanyBroker
February 2002 - July 2006 · 4 yrs 5 mos
State Registrations28 states
AZCACOCTDCDEFLGAIDILKYMAMDMINCNJNYOHOKPARISCTNTXVAVTWAWV
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 Ice - Financial Advisor | TrueAdvisor