JB
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Jennifer Bracey

16 Years of Experience
Jericho, NY
1 DisclosureBroker

Jennifer Bracey is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jericho, NY, with 16 years of industry experience. Jennifer 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

390 N Broadway Ste 240, Jericho, NY, 11753-2110

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History

Regulatory History (1)
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Financial
July 2017
Final
Other Business Activities

Jennifer owns a business at 517 Tartan Trace since 2010, dedicating minimal time. She also has outside employment at Ouachita Baptist University since 2025, spending a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2023 - Present · 3 yrs 1 mo
Ameriprise Financial Services, LLC
April 2023 - Present · 3 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLCBroker
February 2021 - March 2023 · 2 yrs 1 mo
Ameriprise Financial Services, LLC
February 2021 - March 2023 · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
October 2017 - January 2021 · 3 yrs 3 mos
Ameriprise Financial Services, LLC.
October 2017 - January 2021 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
February 2017 - March 2017 · 1 mo
Ameriprise Financial Services, INC.Broker
February 2017 - March 2017 · 1 mo
Ameriprise Financial Services, INC.
May 2011 - December 2016 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
January 2011 - December 2016 · 5 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2010 - January 2011 · 9 mos
Stifel, Nicolaus & Company, Incorporated
April 2010 - January 2011 · 9 mos
Oppenheimer & CO. INC.
January 2010 - March 2010 · 2 mos
Oppenheimer & CO. INC.Broker
January 2010 - March 2010 · 2 mos
Wells Fargo Investments, LLC
October 2008 - January 2010 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
August 2008 - January 2010 · 1 yr 5 mos
State Registrations1 state
LA
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.