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CFP
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CFP

Jason Crane

Ameriprise Financial Services, LLC
14 Years of Experience
Aiken, SC
Broker
View SEC Summary
View SEC Summary

Jason Crane is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Aiken, SC, with 14 years of industry experience. Jason 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Silver Bluff Rd, Aiken, SC, 29803-7858

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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

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
June 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLC
June 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
September 2012 - June 2022 · 9 yrs 9 mos
Edward JonesBroker
June 2012 - June 2022 · 10 yrs
State Registrations31 states
ALAZCACOCTFLGAHIIDILINKSKYLAMAMDMIMSNCNENMNYOHORPASCTNTXUTVAWA
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.
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