CJ
CJ

Carolyn Jenkins

17 Years of Experience
Minneapolis, MN
Broker

Carolyn Jenkins is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 17 years of industry experience. Carolyn 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

901 3rd Ave S, Minneapolis, MN, 55402-3367

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Cri Securities, LLC
January 2014 - December 2016 · 2 yrs 11 mos
Securian Financial Services, INC.
January 2014 - December 2016 · 2 yrs 11 mos
Cri Securities, LLCBroker
August 2010 - December 2016 · 6 yrs 4 mos
Securian Financial Services, INC.Broker
December 2008 - December 2016 · 8 yrs
State Registrations8 states
ALARMAMNMSMTUTVA
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.
Carolyn Jenkins - Financial Advisor | TrueAdvisor