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Jeremiah Cascairo

12 Years of Experience
Conway, AR
Broker

Jeremiah Cascairo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Conway, AR, with 12 years of industry experience. Jeremiah 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

1155 Pats Ln, Conway, AR, 72032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeremiah owns and operates Catch Arrow Properties, LLC, a commercial real estate venture, and Jeremiah Cascairo LLC, which houses his business operations. He also works as a financial advisor through Jeremiah Cascairo LLC, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Edward Jones
October 2013 - March 2017 · 3 yrs 5 mos
Edward JonesBroker
August 2013 - March 2017 · 3 yrs 7 mos
State Registrations14 states
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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.