Jason GilbertCRD Number: 5058560
Current Firm: Ameriprise Financial Services, LLC
Jason Gilbert (CRD# 5058560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbus, OH and has over 14 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Ameriprise Financial Services, Inc.||Dublin, OH||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
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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