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Jason Edward Freund

American Enterprise Investment Services Inc.

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About Jason Edward Freund

Jason Edward Freund is a financial advisor registered with Ameriprise Financial Services, LLC. Jason is also registered with American Enterprise Investment Services Inc. Jason has been in the securities industry since October 22, 2002 and has a Series 6, 7, 63 and SIE. Jason is registered in Minnesota. American Enterprise Investment Services Inc. is a financial services firm headquartered in Minneapolis, Minnesota. Ameriprise Financial Services, LLC is a financial services firm headquartered in Minneapolis, Minnesota.

Firm Information

Jason Freund is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jason Freund’s Registration & Firm History

MN

07/12/2023 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

AZ

08/13/2002 - 11/04/2002

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Edward Freund.
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