Jason Holt
Jason Holt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wayzata, MN, with 19 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
701 Lake St E Ste 290, Wayzata, MN, 55391
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Regulatory History
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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Jason works for the City of Mound since January 2023, dedicating about 10-20% of his time. Jason also sells items on Ebay under the name Holtjay since 2016, spending a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Cetera Investment Advisers LLC
Guaranty Brokerage Services, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations41 states
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