Two Advisors with Nearly $150 Million in Assets Join Ameriprise for 'Best-in-Class Technology'
Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisors to its independent channel with nearly $150 million in client assets. Jason Crane, JD, CFP® and Gerry Owen, CPA, who operate Crane & Owen Financial Solutions in Aiken, South Carolina, moved their practice from Edward Jones. Ameriprise became the top choice for their practice after they learned more about the robust resources and flexibility the firm provides to help advisors serve clients and grow their businesses.
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Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisors to its independent channel with nearly $150 million in client assets. Jason Crane, JD, CFP® and Gerry Owen, CPA, who operate Crane & Owen Financial Solutions in Aiken, South Carolina, moved their practice from Edward Jones. From left to right: Gerry Owen and Jason Crane. Photo courtesy of Owen and Crane.
Culture and strong reputation among reasons that drew advisors to Ameriprise
Reflecting on their decision, Crane said, "Ameriprise is first and foremost an 'advisor friendly' firm, meaning we have the company's full support behind us as we go above and beyond for our clients. At the same time, we have the autonomy and flexibility to run our business according to our vision. They couldn't be better partners in helping us serve our clients and grow our practice."
Owen and Crane also found that Ameriprise delivered on what they wanted: a strong financial planning focus, top-tier technology and the opportunity to grow the number of advisors in their practice.
"Without question, Ameriprise has the best financial planning and technology stack in the market. Thanks to a more robust financial planning experience, I'm able to spend less time behind the scenes and more time with my clients. That, to me, is worth its weight in gold," said Owen.
Crane and Owen are supported by Ameriprise Franchise Field Vice President Michael Barker.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,600 joining the firm in the last 5 years.1 Nine out of ten advisors who joined Ameriprise say the firm's technology, financial planning capabilities and ability to acquire clients is better than their previous firm.2 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Financial
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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