Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
25201 Chagrin Boulevard, Cleveland, Ohio 44122
About the Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.
Certifications and Expertise:
- AAMS™ (Accredited Asset Management Specialist™): Jason adheres to a strict code of ethics and has completed coursework that focuses on investment concepts applied to real-world asset management scenarios. This includes asset allocation, investment strategies, estate planning, and insurance products.
- ADPA™ (Accredited Domestic Partnership Advisor™): Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical needs for domestic partners.
- AEP® (Accredited Estate Planner®): Recognized by the National Association of Estate Planners & Councils for estate planning expertise, requiring completion of graduate-level courses and professional requirements.
- AIF® (Accredited Investment Fiduciary®): Demonstrates comprehensive knowledge of fiduciary practices, maintaining high ethical standards through continuous professional education.
- APMA™ (Accredited Portfolio Management Advisor™): Focuses on client assessment, risk/return analysis, investment objectives, and modern portfolio theory.
- AWMA℠ (Accredited Wealth Management Advisor℠): Provides advanced knowledge in asset management, investment strategies, estate planning, and risk management for high-net-worth clients.
- Behavioral Financial Advisor: Trained to improve decision-making and relationship management through self-awareness and effective self-management.
- CAP® (Chartered Advisor in Philanthropy®): Equips clients to realize and advance their highest aspirations for self, family, and society.
- CAS® (Certified Annuity Specialist®): Offers expert advice on fixed-rate and variable annuities.
- CASL® (Chartered Advisor for Senior Living®): Specializes in retirement planning and issues impacting seniors.
- CDFA® (Certified Divorce Financial Analyst®): Expert in financial issues surrounding divorce.
- CEP® (Certified Estate Planner™): Leads in the education and support of professionals in the field of estate planning.
- CEPA® (Certified Exit Planning Advisor®): Trains professionals in exit planning to maximize enterprise value in mergers and acquisitions.
- CFA® (Chartered Financial Analyst®): Recognized for expertise in securities analysis, money management, and investment advisory.
- CFP® (Certified Financial Planner™): Meets high standards of excellence in personal financial planning.
- CFS® (Certified Fund Specialist): Advanced knowledge in mutual funds and portfolio construction.
- ChFC® (Chartered Financial Consultant®): Renowned credential for comprehensive financial planning.
- ChSNC® (Chartered Special Needs Consultant): Manages financial complexities for families with special needs.
- CIMA® (Certified Investment Management Analyst®): In-depth management capabilities in asset allocation, due diligence, and risk measurement.
- CKA® (Certified Kingdom Advisor®): Offers biblically wise financial advice and personal growth.
- CLTC® (Certified in Long-Term Care): Focuses on long-term care planning for middle-aged clients.
- CLU® (Chartered Life Underwriter®): Highest-level designation in life insurance, covering advanced courses in various financial planning areas.
- CMFA® (Certified Military Financial Advisor®): Trained to serve veterans, active duty, Reserve, and National Guard members.
At Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC, clients receive tailored financial strategies and personalized advice to navigate their financial journeys confidently. Whether you are planning for retirement, managing investments, or seeking specialized advice, Jason T Ice's extensive certifications and dedication to ethical practices make him a trusted partner in achieving your financial goals.
Photos of Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
25201 Chagrin Blvd # 350, Cleveland, OH 44122, United States
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