JL
CFP
JL
CFP

Jay Lasser

12 Years of Experience
Pittsford, NY
Broker

Jay Lasser is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsford, NY, with 12 years of industry experience. Jay 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

55 Sullys Trl, Ste E, Pittsford, NY, 14534-3701

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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

Jay is a co-owner of JAMR Real Estate LLC and owner of Rotown LLC, both since January 2025. These activities require minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2025 - Present · 1 yr 3 mos
Ameriprise Financial Services, LLC
February 2025 - Present · 1 yr 3 mos
Ameriprise Financial Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors
March 2018 - February 2025 · 6 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2018 - February 2025 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - April 2018 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - April 2018 · 4 yrs 6 mos
State Registrations9 states
FLNCNVNYOHPASCVAWA
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.
Jay Lasser - Financial Advisor | TrueAdvisor