JI
JI

Jennifer Ibarguen

21 Years of Experience
Plano, TX
1 DisclosureBroker

Jennifer Ibarguen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plano, TX, with 21 years of industry experience. Jennifer 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
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
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Location

6860 N Dallas Pkwy, Ste 500, Plano, TX, 75024

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History

Regulatory History (1)
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.
Customer Dispute
March 2020
Settled
Other Business Activities

Jennifer sells used personal items on Facebook Marketplace since 2021. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2005 - Present · 21 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2005 - Present · 21 yrs 1 mo
Ameriprise Financial Services, LLC
July 2005 - Present · 21 yrs 3 mos
State Registrations35 states
ALARAZCACODCFLGAHIIAILINKSLAMIMNMOMTNCNENJNMNYOHOKORPARISCTNTXUTVAVirgin IslandsWA
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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