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FUNDRAISING NEWS | February 11, 2025
Tags: Personnel, Financial Advisor Move
Ameriprise Financial announced that former LPL advisor Jeff Impey, based in Roseville, CA, and reportedly managing $130M in client assets, has joined the firm.
Impey has 18 years of financial advisory experience with previous stints at Chase Investments and Morgan Stanley. Joining him in his jump to Ameriprise is client service associate Bettie Jelks. He will be reporting directly to Ameriprise complex director Kable Doria and regional vice president James Frisone.
The recruitment of Impey is Ameriprise’s second for the month, following Alabama-based Ronnie Sansom who moved from Edward Jones, where he managed $110M in client assets.
Written By: Dakota
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