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Jason M Peace

American Enterprise Investment Services Inc.

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About Jason M Peace

Jason Peace is a financial advisor with over 28 years of experience in the financial services industry. Jason is currently registered with American Enterprise Investment Services Inc. in Minnesota. Jason also has previous experience with Ameriprise Financial Services, LLC. and IDS Life Insurance Company. Jason holds Series 7, 24, 55, 57TO and 63 licenses and is a member of FINRA.

Firm Information

Jason Peace 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 Peace’s Registration & Firm History

MN

01/03/2017 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

02/09/2011 - 11/22/2011

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

06/04/2010 - 02/09/2011

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/04/2008 - 06/04/2010

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

07/17/1998 - 07/25/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/17/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

12/14/1994 - 06/23/1998

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NY

07/21/1994 - 09/09/1994

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NA

11/11/1993 - 08/09/1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 11/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason M Peace.
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