“`html
10/16/2025 – 02:07 PM
Ameriprise Welcomes JMOD Financial Services, formerly of LPL Financial
MINNEAPOLIS – Financial advisory practice JMOD Financial Services, managing over $110 million in assets, has transitioned to Ameriprise Financial (NYSE: AMP), leaving its previous affiliation with LPL Financial. The move underscores Ameriprise’s continued success in attracting established advisory teams seeking enhanced technology, investment platforms, and a client-centric environment.
JMOD Financial Services is spearheaded by financial advisor Joe Kelly, alongside advisors Frank Del Busto, CFP®, and Dave Fedrizzi, CFP®, ChFC®, CLU®, RICP®. With offices spanning Florida and New York, the team brings a wealth of experience and a geographically diverse client base to Ameriprise. Kelly and Del Busto are based in Miami, while Fedrizzi operates from Rochester, New York.
Kelly cited several factors driving the team’s decision to join Ameriprise, with insights that resonate with the broader trend of advisor movement within the wealth management industry:
- Brand Strength and Client Alignment: “Ameriprise’s long-standing history and reputation for integrity provide a strong foundation of trust for our clients. Their commitment to personalized client relationships aligns perfectly with our core values.” This highlights the increasing importance advisors place on aligning with firms that prioritize client relationships and ethical conduct, especially amid growing scrutiny of financial practices.
- Technology Integration for Enhanced Client Service: “The significant investments Ameriprise has made in technology will allow us to streamline operations and enhance the overall client experience. The platform’s intuitive tools and optimized workflows will enable us to deliver a more modern and personalized service.” The investment in technology is a critical differentiator, especially as clients expect seamless digital experiences which can enable advisors to serve more clients effectively.
- Robust Investment Platform and Research Capabilities: “Our practice is built on an evidence-based investment philosophy, and Ameriprise strengthens this approach with its in-house Investment Research Group and a powerful brokerage platform. This access to tools and expert oversight will help us refine asset allocation and deliver even greater value.” With increasing market volatility, access to robust research and investment tools can attract advisors focused on performance and risk management.
“We are excited about the opportunities for growth and expansion that Ameriprise offers,” Kelly stated. “This move will enable us to broaden our service offerings and deepen our client relationships. The support of Ameriprise’s platform will be instrumental in allowing us to provide an even higher level of service.”
Under the leadership of Sabrina Tacheny, Ameriprise Franchise Field Vice President, and Tres Rouquette, Ameriprise Regional Vice President, JMOD Financial Services will receive local support, ensuring a smooth transition and continued growth.
The addition of JMOD Financial Services is another example of Ameriprise’s success in recruiting experienced advisors. The firm has attracted approximately 1,700 advisors in the past 5 years, underscoring its attractiveness as a destination for financial professionals seeking a supportive and growth-oriented environment. This surge reflects the broader trend of advisors seeking greater autonomy and resources to better serve their clients.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership is designed to empower advisors by supporting growth and productivity while delivering an outstanding client experience. This partnership model, paired with a culture of support and independence, allows advisors to scale their businesses, strengthen client relationships, and generate referrals for future growth.
About Ameriprise Financial
For over 130 years, Ameriprise Financial has been committed to helping individuals achieve their financial goals. Through its comprehensive investment advice, global asset management capabilities, insurance solutions, and a nationwide network of financial advisors, Ameriprise is uniquely positioned to address diverse financial needs of individual and institutional investors. The company offers services across the financial spectrum, further solidifying its footprint in the advisory sector.
###
1 Ameriprise Financial Q4 2024 Earnings Release.
2 Company founded June 29, 1894
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
“`
Original article, Author: Jam. If you wish to reprint this article, please indicate the source:https://aicnbc.com/11024.html
