Jared Spivey
Jared Spivey is a registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 4 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
3475 Lenox Rd Ne, Ste 600, Atlanta, GA, 30326-3219
Get directionsHistory
Regulatory History (1)
Criminal
November 2007Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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
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