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CFP
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CFP

Jeanne Peterson

Ameriprise Financial Services, LLC
23 Years of Experience
Jacksonville, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeanne Peterson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 23 years of industry experience. Jeanne 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

6817 Southpoint Pkwy Ste 1001, Jacksonville, FL, 32216

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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 ActivitiesSells Insurance

Jeanne is an independent insurance broker with MetLife/Brighthouse since 2016, and helps manage the practice. This takes about 10-20% of Jeanne's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Msi Financial Services, INC.
January 2008 - September 2016 · 8 yrs 8 mos
Msi Financial Services, INC.Broker
June 2003 - September 2016 · 13 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 2003 - July 2007 · 4 yrs 1 mo
State Registrations10 states
ALCOFLGANCSCTNTXVAWA
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.
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