JB
CFP
JB
CFP

Jasen Braun

6 Years of Experience
Edina, MN
1 DisclosureBroker

Jasen Braun is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 6 years of industry experience. Jasen 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

6550 York Ave S Ste 100, Edina, MN, 55435-2332

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History

Regulatory History (1)
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Criminal
January 2007
Final Disposition
Other Business Activities

Jasen owns JSB Solutions and manages his Ameriprise business, dedicating about 10-20% of his time. He is also the Chief Operating Officer for Catherine DeLaRosa DBA Jambalaya Group, spending about 10-20% of his time in this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
State Registrations10 states
ARIAMAMIMNMTNESDUTWI
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.