Jay Lotterer (CRD# 2073102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsburg, KS and has over 33 years of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 4252381
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Pittsburg, KS | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Pittsburg, KS | Jan 2015 - Mar 2020 | 5 |
| Edward Jones | St Louis, MO | Sep 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- KS
- OK
- 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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