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Jason Leonard Freiwald

Investment adviser representative at Ameriprise Financial Services, LLC
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

29 years in the industry.

  1. Ameriprise Financial Services, LLCMar 2017 to now
  2. Ffs Legacy, IncOct 2011 to Mar 2017
  3. Jason FreiwaldJun 2000 to Mar 2017
  4. Various Insurance Carriers for W&r Insurance Agencies, Inc.Apr 1997 to Mar 2017
  5. Waddell & Reed, Inc.Feb 1997 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

Ameriprise Financial Services, LLC

$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2421932
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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