JH
JH

Jordan Hall

5 Years of Experience
Wisconsin Rapids, WI
Broker

Jordan Hall is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wisconsin Rapids, WI, with 5 years of industry experience. Jordan 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.

Loading...

Location

2012A 10th St S (Bn), Wisconsin Rapids, WI, 54494

Get directions

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.

Learn about disclosures →
Other Business Activities

Jordan is involved with BA Superstructures since 2021, dedicating 60 hours per month to this investment-related outside employment. This takes about 35-40% of Jordan's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
February 2020 - March 2021 · 1 yr 1 mo
RBC Capital Markets, LLCBroker
February 2020 - March 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - February 2020 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - February 2020 · 6 mos
State Registrations23 states
ARAZCACOFLIAILINKSKYMAMDMIMNMTNDNENJSDTNTXUTWI
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.