Unclaimed
Jefferson Alan Ledbetter is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC, and has been in the industry since 1985. Jefferson has experience with both individuals and businesses and specializes in various areas. Jefferson holds the Series 7, 9, 10, 24, and 63 licenses. Jefferson is also registered in multiple states, including Arizona, Florida, Georgia, New York, South Carolina, and Texas. Jefferson is a licensed representative of Ameriprise Financial Services, LLC, a firm that has been in the industry since 1894. The firm is headquartered in Minneapolis, Minnesota, and has approximately 140,000 clients and manages over $400 billion in assets. Ameriprise Financial Services, LLC offers a variety of financial services, including financial planning, portfolio management, and insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/27/2014 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
02/06/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/05/1988 - 01/22/1990
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
10/27/1987 - 06/20/1988
BRENNAN ROSS SECURITIES, INC.
NA
10/04/1985 - 10/22/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 10/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jefferson Ledbetter is the right advisor for you? Invested Better is here to help.