Jerry
Fuller

Ameriprise Financial Services, Inc

CRD#4003017
Investment Advisor
in Kansas City, MO
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About this Advisor

Jerry Fuller is a certified financial planner who lives in Kansas City, Missouri. Currently an advisor with Ameriprise Financial Services, Inc, they have accrued 13 years of professional experience in the financial advisory industry. Fuller has a Series 63 license, which designates the advisor as a securities broker. Fuller can work with investors in Mississippi, Missouri and Texas. Their career trajectory has included roles at A. G. Edwards & Sons, Inc, Wachovia Securities, LLC, Ameriprise Financial Services, Inc and Securities America, Inc. Ameriprise Financial Services, Inc is based out of Kansas City, Missouri, and has 161 additional brick-and-mortar locations across the country. As a company, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 accounts and employs more than 13,020 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, Inc offers 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

No

Office Location

5901 Nw 63Rd Ter Ste 130 The Denton Building
Kansas City, MO 64151-3601

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

MO Average: 157
Total Number of Accounts

1,393,263

MO Average: 8,262
Average Account Size

$178,230

MO 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

Jerry Fuller Work History

Jerry has 13 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2009 - 2011 (2 years)

Securities America, Inc

2008 - 2009 (1 year)

Wachovia Securities, LLC

2005 - 2009 (4 years)

A. G. Edwards & Sons, Inc

Disclosures

Jerry Fuller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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