Jace Roach (CRD# 5461730) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Coon Rapids, MN and has over 16 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Coon Rapids, MN | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Coon Rapids, MN | Aug 2019 - Mar 2020 | < 1 |
Unemployed | The Colony, TX | Jun 2018 - Aug 2019 | 1 |
Triton Pacific Securities | Los Angeles, CA | Aug 2017 - May 2018 | < 1 |
Unemployed | The Colony, TX | Feb 2017 - Aug 2017 | < 1 |
Walton International Group (usa), Inc. | Scottsdale, AZ | Dec 2007 - Feb 2017 | 9 |
Walton Securities, Inc. | Scottsdale, AZ | Dec 2007 - Feb 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- MN
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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