Jason ShortCRD Number: 3126533
Current Firm: Ameriprise Financial Services, Inc.
Jason Short (CRD# 3126533) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Ameriprise Financial Services Inc.||Pittsburgh, PA||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2003|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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