John Edward Cassandra
Investment adviser representative at Ameriprise Financial Services, LLC
22 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
22 years in the industry.
- Ameriprise Financial Services, LLCDec 2023 to now
- Comprehensive Payroll Solutions LLCJun 2019 to Dec 2023
- Cassandra Employes Benefits GroupFeb 2011 to Dec 2023
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Dec 2023
- Cassandra Financial GroupMay 2005 to Dec 2023
- Raymond James Financial ServicesSep 2004 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4270866
- Firm CRD
- 6363