Jason BurtCRD Number: 4526158
Current Firm: Ameriprise Financial Services, Inc.
Jason Burt (CRD# 4526158) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Poughkeepsie, NY and has over 15 years of experience in the finance industry.
Ivy Ridge Asset Management, LLC
Guide Wealth Management
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services,inc.||Briarcliff Manor, NY||Aug 2006 - Current||11|
|Ameriprise Financial Services,inc.||Norwalk, CT||Apr 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
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