Advisor with $130 Million Joins Ameriprise from LPL to Meet Clients’ Unique Needs and Create Practice Efficiencies
Financial advisor Jeff Impey, CFP®, has transitioned from LPL Financial to Ameriprise Financial, Inc. (NYSE: AMP), bringing $130 million in assets to the firm's branch channel in Roseville, California. Impey, who has over 18 years of industry experience, chose Ameriprise for its client-focused approach, extensive support, and practice management resources.
The transition has been positively received by Impey's clients, who appreciate the new offerings and smooth transfer process. His practice is supported by Client Service Associate Bettie Jelks, Complex Director Kable Doria, and Regional Vice President James Frisone.
Ameriprise has demonstrated strong advisor recruitment, attracting over 400 advisors in 2024 and approximately 1,700 in the past 5 years.
Il consulente finanziario Jeff Impey, CFP®, è passato da LPL Financial a Ameriprise Financial, Inc. (NYSE: AMP), portando 130 milioni di dollari in asset al canale filiale dell'azienda a Roseville, California. Impey, che vanta oltre 18 anni di esperienza nel settore, ha scelto Ameriprise per il suo approccio orientato al cliente, il supporto estensivo e le risorse per la gestione della pratica.
La transizione è stata accolto positivamente dai clienti di Impey, che apprezzano le nuove offerte e il processo di trasferimento agevole. La sua pratica è supportata dall'Assistente Servizi Clienti Bettie Jelks, dal Direttore Complesso Kable Doria e dal Vice Presidente Regionale James Frisone.
Ameriprise ha dimostrato una forte capacità di reclutamento di consulenti, attirando oltre 400 consulenti nel 2024 e circa 1.700 negli ultimi 5 anni.
El asesor financiero Jeff Impey, CFP®, ha realizado la transición de LPL Financial a Ameriprise Financial, Inc. (NYSE: AMP), trayendo 130 millones de dólares en activos al canal de sucursales de la firma en Roseville, California. Impey, que cuenta con más de 18 años de experiencia en la industria, eligió Ameriprise por su enfoque centrado en el cliente, el amplio apoyo y los recursos de gestión de práctica.
La transición ha sido bien recibida por los clientes de Impey, quienes aprecian las nuevas ofertas y el proceso de transferencia fluido. Su práctica cuenta con el apoyo de la Asociada de Servicio al Cliente Bettie Jelks, el Director Complejo Kable Doria y el Vicepresidente Regional James Frisone.
Ameriprise ha demostrado un fuerte reclutamiento de asesores, atrayendo a más de 400 asesores en 2024 y aproximadamente 1,700 en los últimos 5 años.
재정 자문가 제프 임피(JEFF IMPEY, CFP®)가 LPL Financial에서 Ameriprise Financial, Inc. (NYSE: AMP)로 옮겼으며, 1억 3천만 달러의 자산을 캘리포니아 주 로즈빌의 지점에 기여했습니다. 18년 이상의 업계 경험을 가진 임피는 고객 중심의 접근방식, 광범위한 지원, 그리고 실무 관리 자원을 이유로 Ameriprise를 선택했습니다.
고객들은 임피의 새로운 제안과 매끄러운 전환 과정에 긍정적인 반응을 보였습니다. 그의 실무는 고객 서비스 어소시에이트 벳티 젤크스(Bettie Jelks), 복합체 이사 케이블 도리아(Kable Doria), 지역 부사장 제임스 프리존(James Frisone) 등에 의해 지원받고 있습니다.
Ameriprise는 2024년 한 해 동안 400명 이상의 자문가를 유치하고, 지난 5년 동안 약 1,700명을 유치하는 등의 강력한 자문가 모집 성과를 보이며 뛰어난 성과를 나타냈습니다.
Le conseiller financier Jeff Impey, CFP®, a effectué la transition de LPL Financial à Ameriprise Financial, Inc. (NYSE: AMP), apportant 130 millions de dollars d'actifs au canal de succursales de l'entreprise à Roseville, en Californie. Impey, qui possède plus de 18 ans d'expérience dans le secteur, a choisi Ameriprise pour son approche centrée sur le client, son soutien étendu et ses ressources en gestion de pratique.
La transition a été bien accueillie par les clients d'Impey, qui apprécient les nouvelles offres et le processus de transfert fluide. Sa pratique est soutenue par l'associée au service client Bettie Jelks, le directeur de complexe Kable Doria et le vice-président régional James Frisone.
Ameriprise a démontré une forte capacité de recrutement d'agents, attirant plus de 400 conseillers en 2024 et environ 1 700 au cours des 5 dernières années.
Der Finanzberater Jeff Impey, CFP® hat den Wechsel von LPL Financial zu Ameriprise Financial, Inc. (NYSE: AMP) vollzogen und dabei 130 Millionen Dollar an Vermögenswerten in den Branchenkanal des Unternehmens in Roseville, Kalifornien, gebracht. Impey, der über 18 Jahre Branchenerfahrung verfügt, wählte Ameriprise aufgrund seines kundenorientierten Ansatzes, umfangreicher Unterstützung und Ressourcen für das Praxismanagement.
Der Wechsel wurde von Impeys Kunden positiv aufgenommen, die die neuen Angebote und den reibungslosen Übertragungsprozess schätzen. Seine Praxis wird von der Kundenservicemitarbeiterin Bettie Jelks, dem Komplexdirektor Kable Doria und dem Regional Vice President James Frisone unterstützt.
Ameriprise hat starke Rekrutierungserfolge bei Beratern gezeigt und im Jahr 2024 über 400 Berater sowie in den letzten 5 Jahren insgesamt etwa 1.700 Berater gewonnen.
- Acquisition of advisor with $130 million in assets under management
- Strong advisor recruitment with 400+ advisors joining in 2024
- Successful recruitment track record with ~1,700 advisors in past 5 years
- None.
“I wanted to align with a firm that would make it easier to provide more personalized service for my clients and has practice management resources to help me create efficiencies,” said Impey. “Ameriprise delivers these capabilities and much more. The firm’s commitment to continuous innovation and improvement gives me confidence that I’ll be able to meet my clients’ unique needs, while saving time.”
The move has been met with enthusiasm by Impey’s clients, who appreciate the new offerings and seamless transition to Ameriprise.
“My clients are excited and look forward to the new opportunities and services at Ameriprise,” Impey shared. “The transition has been incredibly smooth, and I’m excited about the future of my practice.”
With more than 18 years of experience in the financial services industry, Impey provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. Impey’s practice is supported by his long-time Client Service Associate Bettie Jelks. The practice is supported locally by Ameriprise Complex Director Kable Doria and Ameriprise Regional Vice President James Frisone.
Ameriprise has continued to attract experienced, productive financial advisors, with more than 400 advisors moving their practices to Ameriprise in 2024 and approximately 1,700 joining the firm in the last 5 years.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
1 Ameriprise Financial 2024 10-K.
2 Ameriprise Financial Q4 2024 Earnings Release.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2025 Ameriprise Financial, Inc. All rights reserved.
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Allison Harries, Media Relations
612.678.7035
allison.h.harries@ampf.com
Source: Ameriprise Financial, Inc.
FAQ
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