Jason Burt, financial advisor Poughkeepsie NY
93 score

Jason Burt

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services,inc. Briarcliff Manor, NY Aug 2006 - Current 10
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
Contact Info for Jason M. Burt
Phone Number: 612-671-3131
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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