Jeffrey
Miller

Ameriprise Financial Services, Inc

CRD#1210732
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jeffrey Miller is an advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor with Ameriprise Financial Services, Inc, Miller has 11 years of practice in the financial advisory industry. Miller maintains a Series 63 license, which qualifies the advisor as a securities agent. Miller can act as a financial advisor based out of Iowa and Texas. Throughout their career, Miller has worked at Jr Miller Advisors, Investment Centers Of America and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in West Des Moines, Iowa, and has 161 other locations across the United States. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and employs more than 13,020 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2600 Westown Pkwy Ste 210
West Des Moines, IA 50266

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

IA Average: $5,289,111,388
Total Number of Employees

13,718

IA Average: 157
Total Number of Accounts

1,393,263

IA Average: 8,262
Average Account Size

$178,230

IA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jeffrey Miller Work History

Jeffrey has 11 years of experience.

2016 - Present (3 years)

Ameriprise Financial Services, Inc

2008 - 2016 (8 years)

Investment Centers Of America

2007 - 2016 (9 years)

Jr Miller Advisors

Disclosures

Jeffrey Miller has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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