Ameriprise Financial Services, LLC
About this Advisor
Jeffery Evison is an advisor in Missoula, Montana. Currently a registered investment advisor with Ameriprise Financial Services, LLC, they have accumulated 12 years of practice in the financial advisory industry. Evison has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Evison is registered to serve customers in Montana. Their career trajectory has included roles at Western Hospitality Group and Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC is headquartered in Missoula, Montana, and has 158 other offices in the nation. As a registered investment firm, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 accounts and retains more than 13,556 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, LLC 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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ameriprise Financial Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Jeffery Evison Work History
Jeffery has 12 years of experience.
Ameriprise Financial Services, Inc
Western Hospitality Group
Jeffery Evison has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD