JF
JF

Jessica Foss

15 Years of Experience
Roseau, MN
Broker

Jessica Foss is a registered investment advisor at Ameriprise Financial Services, LLC, based in Roseau, MN, with 15 years of industry experience. Jessica 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

201 3rd Ave Nw, Roseau, MN, 56751

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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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Other Business Activities

Jessica manages her Ameriprise business through HP Operations, LLC and is on the board of directors for Foss. She also performs bookkeeping for Foss Developing, LLC, is treasurer for a baseball booster club, provides educational seminars for Blessed Sacrament Church, and was a substitute teacher.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 7 mos
Ameriprise Financial Services, LLCBroker
November 2012 - Present · 13 yrs 8 mos
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Thrivent Investment Management INC.Broker
May 2010 - November 2012 · 2 yrs 6 mos
State Registrations6 states
FLIDMNMONDSD
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.