JL
JL

Jean-Charles Lebours

19 Years of Experience
San Diego, CA
1 DisclosureBroker

Jean-Charles Lebours is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 19 years of industry experience. Jean-Charles 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.

Loading...

Location

4655 Executive Dr Ste 300, San Diego, CA, 92121-3123

Get directions

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
January 2013
Award / Judgment
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2007 - Present · 19 yrs 3 mos
Ameriprise Financial Services, LLCBroker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
September 2006 - November 2006 · 2 mos
State Registrations33 states
AZCACOFLGAHIIAIDILINKSMAMEMIMNMOMTNCNENMNVNYOHORPASCSDTNTXUTVAWAWI
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.
Jean-Charles Lebours - Financial Advisor | TrueAdvisor