Jerry
Knutson

Ameriprise Financial Services, Inc

CRD#4801532
Investment Advisor
in Seattle, WA
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About this Advisor

Jerry Knutson is a certified financial planner operating out of Seattle, Washington, who has been in the advisory business for 10 years. Knutson is an employee of Ameriprise Financial Services, Inc. Their career trajectory has included roles at Wachovia Securities, LLC and Ameriprise Financial Services, Inc. Knutson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Ameriprise Financial Services, Inc is a registered investment company that has its headquarters in Seattle, Washington. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets under management between its 1,268,997 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. Ameriprise Financial Services, Inc has a number of services, such as 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 advice usually vary depending on the type of financial services offered. However, fees charged by Ameriprise Financial Services, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Yes

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

Jerry Knutson Work History

Jerry has 10 years of experience.

2011 - Present (8 years)

Ameriprise Financial Services, Inc

2008 - 2011 (3 years)

Wachovia Securities, LLC

2008 - 2011 (3 years)

Wachovia Securities, LLC

Disclosures

Jerry Knutson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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