Jeffrey Garten, financial advisor Unionville MO

Jeffrey Garten

CRD Number: 5531567
Current Firm: Ameriprise Financial Services, LLC

Jeffrey Garten (CRD# 5531567) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Unionville, MO and has over 15 years of experience in the finance industry.

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Ameriprise Financial Services, LLC
Company Name Location Dates Years
Ameriprise Financial Services, LLC Unionville, MO Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Unionville, MO Jun 2019 - Current 4
Waddell & Reed, Inc. Overland Park, KS May 2012 - Jun 2019 7
Alpha Tau Omega Fraternity Warrensburg, MO Feb 2010 - Jan 2019 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jeffrey M. Garten
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MO
  • NJ
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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