Jason Freiwald (CRD# 2421932) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chandler, AZ and has over 30 years of experience in the finance industry. Jason Freiwald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Chandler, AZ | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Chandler, AZ | Mar 2017 - Mar 2020 | 3 |
| Ffs Legacy, Inc. | Chandler, AZ | Oct 2011 - Mar 2017 | 5 |
| Jason Freiwald | Chander, AZ | Jun 2000 - Mar 2017 | 16 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | Peoria, AZ | Apr 1997 - Mar 2017 | 19 |
| Waddell & Reed, Inc. | Chandler, AZ | Feb 1997 - Mar 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- MD
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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