Jason Crane is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Aiken, SC, with 13 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
445 Silver Bluff Rd, Aiken, SC, 29803-7858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a managing partner of OWCRA LLC, his Ameriprise financial business operating entity, and is involved with 445 SB, LLC, a real estate holding company. He also serves on the board of directors for Crane, is a councilmember, is a chaplain for Sons of the American Legion Squadron 26, and is involved with the Christian Business Men's Connection of the Midlands; each of these activities takes a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations31 states
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