Jason
Helbig

Ameriprise Financial Services, Inc

CRD#4942669
Investment Advisor
in Vancouver, WA

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About this Advisor

Jason Helbig is an advisor whose office is in Vancouver, Washington. Helbig holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Helbig is registered to work with customers based out of Washington. Helbig has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Vancouver, Washington, and operates out of 166 other locations in the country. As a company, Ameriprise Financial Services, Inc oversees $248 billion in assets across 1,393,263 accounts and employs more than 13,718 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 691,052 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have more 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 may charge clients 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

1499 Se Tech Center Pl Ste 220
Vancouver, WA 98683

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

WA Average: 157
Total Number of Accounts

1,393,263

WA Average: 8,262
Average Account Size

$178,230

WA 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, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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