Jana Garner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Reno, NV, with 10 years of industry experience. Jana 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
155 Country Estates Cir, Ste 300, Reno, NV, 89511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jana works as a Client Service Coordinator & Paraplanner for FWMG, LLC since February 2024. This investment-related role takes about a third of Jana's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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