Jordan Beck
Jordan Beck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Menominee, MI, with 21 years of industry experience. Jordan 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
414 1st St, Menominee, MI, 49858
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Jordan owns commercial and residential real estate, and is involved in multiple businesses including KOTN Holding Company, Phoenix Property Real Estate, JCBECK Enterprise, JB&JL Enterprise, SN REAL ESTATE LLC, and Summit Management Services. These activities involve overseeing business needs, staffing, compliance, and management, taking about a quarter to about half of Jordan's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations44 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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