Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services, Inc. 13 years, 11 months Sep 2005 - Present
Are You
Jean Chai?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Retirement Income Certified Professional
    Designation
    Retirement Income Certified Professional
    The American College created the RICP to prepare financial advisers to help customers make sure their nest eggs last and have greater peace of mind during a retirement that could be decades long. It focuses on topics like how to convert your savings into steady retirement income, choosing when to claim Social Security and company retirement benefits, addressing health and long-term care and more.

Articles and Answers

Insights by Jean Chai

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 3, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ameriprise Financial Services, Inc.

Last updated on May 16, 2019
    • $248.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $178.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
Other Advisors in Your Area
  • Thomas Andrew Greylak
    LPL Financial LLC
    La Crosse, WI
    View Profile
  • Jevon Mark Webster
    LPL Financial LLC
    Sacramento, CA
    View Profile
  • Edward Baroncini
    Excel Wealth Management, LLC
    Rocky Hill, CT
    View Profile
  • Joshua John Sands
    Level Four Advisory Services, LLC
    Evanston, IL
    View Profile
  • Harrison David Nathan
    Mml Investors Services, LLC
    Atlanta, GA
    View Profile
  • Darrin Michael Bradley
    Securian Financial Services, Inc.
    Neptune, NJ
    View Profile