Jason Seefeld (CRD# 6922983) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lubbock, TX and has over 5 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Lubbock, TX | Oct 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Lubbock, TX | Sep 2020 - Oct 2020 | < 1 |
| Avantax Investment Services, Inc. | Lubbock, TX | Sep 2020 - Oct 2020 | < 1 |
| Robinson, Burdette, Martin And Seright, LLP | Lubbock, TX | Jun 2020 - Oct 2020 | < 1 |
| See Mor Properties, LLC | Lubbock, TX | Oct 2012 - Oct 2020 | 8 |
| Hilltop Securities Independent Network Inc. | Lubbock, TX | Mar 2018 - Apr 2020 | 2 |
| Golden Circle Financial Group | Lubbock, TX | Mar 2018 - Apr 2020 | 2 |
| Diamond B Energy Service | Lubbock, TX | Oct 2017 - Mar 2018 | < 1 |
| Payne & Cribbs | Lubbock, TX | Aug 2016 - Oct 2017 | 1 |
| Blue & Co LLC | Lubbock, TX | Apr 2016 - Aug 2016 | < 1 |
| M. Weiss & Associates | Lubbock, TX | May 2015 - Apr 2016 | < 1 |
| Texas Tech | Lubbock, TX | May 2013 - Dec 2015 | 2 |
| Betenbough Homes | Lubbock, TX | Dec 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- TX
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Total Assets Under Management479,794MILLIONS
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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
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