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Jack Schiff

13 Years of Experience
Hauppauge, NY
Broker

Jack Schiff is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hauppauge, NY, with 13 years of industry experience. Jack 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

1174 Veterans Memorial Hwy, Hauppauge, NY, 11788

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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 Activities

Jack has been involved in business ownership and tax preparation since 1987, dedicating about a quarter of his time. He also has outside employment with Getzel, Schiff & Pesce since 1987, also taking about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2014 - Present · 11 yrs 11 mos
Ameriprise Financial Services, LLCBroker
December 2012 - Present · 13 yrs 5 mos
State Registrations3 states
NJNYOH
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.
Jack Schiff - Financial Advisor | TrueAdvisor