Jason Merrill
Jason Merrill is a registered investment advisor at Ameriprise Financial Services, LLC, based in The Woodlands, TX, with 22 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
24 Waterway Ave, Ste 1400, The Woodlands, TX, 77380-3391
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Customer Dispute
September 2025Other Business Activities
Jason co-owns real estate at 1502 Richelieu Ln in Houston, TX, since July 2023. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
Van Kampen Funds INC.Broker
State Registrations22 states
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
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