Jill Minkner
Jill Minkner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lebanon, IN, with 13 years of industry experience. Jill 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
102 N Lebanon St, Lebanon, IN, 46052-2151
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Jill rents out her pool through the Swimply app, dedicating about 10-20% of her time. She also co-owns JLJ Enterprises Indiana LLC with her boyfriend, selling items on Amazon, which takes a few hours per week. Additionally, Jill invests cash with her boyfriend for home flips, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations23 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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