Jessica Stephens
Jessica Stephens is a registered investment advisor at Ameriprise Financial Services, LLC, based in Harrisburg, IL, with 9 years of industry experience. Jessica 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
Harrisburg, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica owns real estate and serves as a board director for Stephens at two locations, dedicating minimal time to each. She also works for Michael Stewart & Associates Financial Services, spending about a third of her time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations19 states
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