AL
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Alexander Lajeunesse

9 Years of Experience
South Burlington, VT
1 DisclosureBroker

Alexander Lajeunesse is a registered investment advisor at Ameriprise Financial Services, LLC, based in South Burlington, VT, with 9 years of industry experience. Alexander 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

120 Kimball Ave Ste 100, South Burlington, VT, 05403-6837

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History

Regulatory History (1)
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Financial
April 2019
Final
Other Business Activities

Alexander owns AB Event Decor LLC, an event/party decor business, dedicating minimal time. He is also a registered team member at TrueGuidance Holdings, LLC, spending about a third of his time there, including during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2021 - February 2023 · 1 yr 5 mos
Cuso Financial Services, L.P.Broker
March 2017 - July 2021 · 4 yrs 4 mos
Cuso Financial Services, L.P.Broker
March 2015 - May 2016 · 1 yr 2 mos
State Registrations1 state
VT
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.