Jason Hnat
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ameriprise Financial Services, LLCAug 2023 to now
- UnemployedMay 2023 to Aug 2023
- MassmutualAug 2022 to Apr 2023
- Charlotte Country ClubMay 2022 to May 2022
- Park Avenue SecuritiesMar 2022 to Mar 2022
- ThryvJun 2021 to Jul 2021
- Ballantyne Country ClubMar 2021 to Dec 2021
- UnemployedDec 2020 to Mar 2021
- LPL FinancialOct 2020 to Nov 2020
- Tpc Piper GlenJun 2020 to Oct 2020
- UnemployedOct 2019 to Jun 2020
- Digital DesignsMar 2019 to Oct 2019
- Packaging Corporation of AmericaJul 2018 to Feb 2019
- The Member ClubJan 2017 to Jun 2018
- Self EmployedJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6240329
- Firm CRD
- 6363