JD
JD

Jeremy Dobson

20 Years of Experience
New Brighton, MN
2 DisclosuresBroker

Jeremy Dobson is a registered investment advisor at Ameriprise Financial Services, LLC, based in New Brighton, MN, with 20 years of industry experience. Jeremy 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

959 Old Hwy 8, New Brighton, MN, 55112

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 1999
Criminal
June 1984
Final Disposition
Other Business Activities

Jeremy manages his advising business and is the CEO/owner of The Dobson Group. He also serves as treasurer for Dobson and a network group, and as an assistant scout master for the Boy Scouts, while also doing physical inspections of farms and processors.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2008 - Present · 18 yrs 4 mos
Ameriprise Financial Services, LLC
September 2005 - Present · 21 yrs
Ameriprise Financial Services, LLCBroker
September 2005 - Present · 21 yrs
State Registrations15 states
AZCACOFLIAILMDMEMNNCNJOHVAVirgin IslandsWI
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.
Jeremy Dobson - Financial Advisor | TrueAdvisor