Jason Yockey (CRD# 4986813) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Wing, MN and has over 16 years of experience in the finance industry.
CRD# 2699220
Lpl Financial LLC
CRD# 4377100
St. Croix Advisors, LLC
CRD# 6703901
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Red Wing, MN | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Red Wing, MN | May 2005 - Mar 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- MN
- 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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