Jasen Braun
Jasen Braun is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Norfolk, NE, with 7 years of industry experience. Jasen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
1310 North 13th St Suite 1, Norfolk, NE, 68701
Get directionsHistory
Regulatory History (1)
Criminal
January 2007Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations12 states
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
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