Jennifer
White-Theissing

Ameriprise Financial Services, Inc

CRD#4627255
Investment Advisor
in Seattle, WA
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About this Advisor

Jennifer White-Theissing is a certified financial planner working in Seattle, Washington, who has been in the industry for 13 years. White-Theissing is on the advisory team at Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their total career. White-Theissing holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Washington. Ameriprise Financial Services, Inc is an advisory company that has its headquarters in Seattle, Washington. It has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets under management among its 1,268,997 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. Ameriprise Financial Services, Inc has a broad assortment 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. Fees for financial advisory services usually are based on the services provided. However, fees charged by Ameriprise Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, 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

520 Pike St Ste 2725
Seattle, WA 98101

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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

Jennifer White-Theissing Work History

Jennifer has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Jennifer White-Theissing has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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