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Jason Macdonald

Ameriprise Financial Services, LLC
22 Years of Experience
Augusta, ME
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jason Macdonald is a registered investment advisor at Ameriprise Financial Services, LLC, based in Augusta, ME, 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.

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

150 Capitol St Ste 1, Augusta, ME, 04330

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History

Regulatory History (1)
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Judgment / Lien
January 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason works as an independent insurance broker with multiple companies, including American General Financial Group and John Hancock, selling term life insurance. He also referees for USA Hockey, dedicating minimal time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2005 - Present · 21 yrs 9 mos
Ameriprise Financial Services, LLC
January 2005 - Present · 21 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
American Express Financial Advisors, INC.
January 2004 - January 2005 · 1 yr
American Express Financial Advisors INC.Broker
November 2003 - January 2005 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
November 2003 - January 2005 · 1 yr 2 mos
State Registrations9 states
AZCTFLGAINMAMEMONH
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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