Jason
Helbig

Ameriprise Financial Services, Inc

CRD#4942669
Investment Advisor
in Gresham, OR

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About this Advisor

Jason Helbig is a financial advisor based in Gresham, Oregon. Helbig currently works for Ameriprise Financial Services, Inc. They have spent their entire time as a financial advisor at Ameriprise Financial Services, Inc. Helbig holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Ameriprise Financial Services, Inc is a firm that has its headquarters in Gresham, Oregon. It has offices in 161 locations and a total of 13,020 people on staff. It manages $244 billion in total assets across its 1,268,997 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The business has a wide set of services, including 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. Financial management fees usually are based on which service is provided. However, fee types charged by Ameriprise Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

less than 1 year

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

Gresham, OR

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

OR Average: 157
Total Number of Accounts

1,393,263

OR Average: 8,262
Average Account Size

$178,230

OR 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

Disclosures

Jason Helbig has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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