JC
JC

Jason Crabb

18 Years of Experience
Vienna, VA
1 DisclosureBroker

Jason Crabb is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vienna, VA, with 18 years of industry experience. Jason 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

8045 Leesburg Pike, Ste 500, Vienna, VA, 22182

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
March 2011
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2014 - Present · 11 yrs 10 mos
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
May 2014 - June 2014 · 1 mo
Ameriprise Financial Services, INC.
March 2014 - June 2014 · 3 mos
Ameriprise Financial Services, INC.
September 2002 - March 2009 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2002 - March 2009 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
State Registrations38 states
ALARAZCACOCTDCDEFLGAILINKSLAMAMDMEMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.
More Advisors