JM
JM

Jennifer Miller

12 Years of Experience
Clearwater, FL
Broker

Jennifer Miller is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clearwater, FL, with 12 years of industry experience. Jennifer 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

2500 NE Coachman Rd, Clearwater, FL, 33765

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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

Jennifer is the Secretary Treasurer for Miller since 2020 and the member engagement specialist for BNI. She also coaches a softball team, which requires about a few hours per week for six months of the year.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
March 2014 - Present · 12 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations42 states
ALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMEMIMOMSNCNENHNJNMNYOHOKPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.