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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 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

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

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History

Regulatory History (1)
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Customer Dispute
March 2011
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 9 mos
Ameriprise Financial Services, LLCBroker
December 2014 - Present · 11 yrs 9 mos
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 9 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 Registrations37 states
ALARAZCACOCTDCDEFLGAILINKSLAMAMDMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.