Ameriprise adds Steinmetz Jackson wealth team overseeing more than $370 million in client assets

Reuters2026/08/04 13:10

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Ameriprise recruited Steinmetz Jackson Wealth Management Group into its branch channel, bringing more than $370 million in client assets.
The Fort Lauderdale practice moved from Janney Montgomery Scott to broaden planning capabilities using Ameriprise’s financial planning resources.
The team plans to use Ameriprise’s integrated technology platform, including AI tools, to streamline service and advisor workflows.
The move extends Ameriprise’s push to add experienced advisors, with about 1,700 joining over the past five years.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ameriprise Financial Inc. published the original content used to generate this news brief on August 03, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Ameriprise adds Steinmetz Jackson wealth team overseeing more than $370 million in client assets

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