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JF
CFP · ChFC
JF
CFP · ChFC

Jane Fontaine

Ameriprise Financial Services, LLC
45 Years of Experience
Ocala, FL
Broker
View SEC Summary
View SEC Summary

Jane Fontaine is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ocala, FL, with 45 years of industry experience. Jane 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1721 SE 16th Ave Ste 103, Ocala, FL, 34471-4741

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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

Jane owns commercial real estate and land, and serves on the board of directors for Fontaine. She also engages in fiduciary activities, such as acting as an attorney-in-fact or trustee.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
December 1985 - June 2018 · 32 yrs 6 mos
AXA Advisors, LLCBroker
May 1981 - June 2018 · 37 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
May 1981 - January 2000 · 18 yrs 8 mos
State Registrations30 states
ALARCACODEFLGAIDILLAMDMEMIMNMOMTNCNJNMNYOHOKPASCTNTXVAWAWIWV
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.
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