Back/Jeff Impey Joins Ameriprise Financial to Enhance Client Service and Advisor Network
stocks·February 14, 2025·amp

Jeff Impey Joins Ameriprise Financial to Enhance Client Service and Advisor Network

ED
Editorial
Cashu Markets·3 min read
TL;DR
  • Jeff Impey joins Ameriprise Financial, bringing $130 million in assets and a focus on client-centric service.
  • His transition highlights Ameriprise's appeal, attracting over 400 advisors in 2024 and nearly 1,700 in five years.
  • Ameriprise Financial emphasizes quality client service and innovative solutions through its Ultimate Advisor Partnership program.

Ameriprise Financial Welcomes Jeff Impey: A Strategic Move Toward Enhanced Client Service

Jeff Impey, a seasoned financial planner with 18 years of experience, has made a significant career transition from LPL Financial to Ameriprise Financial, Inc. This move brings a substantial $130 million in assets from his Roseville, California practice to Ameriprise, underlining the firm’s appeal to top-tier financial advisors. Impey’s decision to join Ameriprise is rooted in his desire to align with a company that prioritizes client-centric services and offers a wealth of resources. By moving to Ameriprise, he aims to elevate the level of personalized service he can provide to his clients, responding to their evolving financial needs with greater agility and expertise.

The transition has been met with enthusiasm from Impey’s clients, who express excitement over the enhanced opportunities and services available through Ameriprise. This positive reception is a testament to the firm’s robust support system, which includes professionals like Client Service Associate Bettie Jelks and Ameriprise Complex Director Kable Doria. Their collaborative efforts not only facilitate a seamless transition but also ensure that clients receive immediate access to the comprehensive suite of services that Ameriprise offers. With a storied legacy of over 130 years in the financial services industry, Ameriprise continues to strengthen its position by attracting top talent like Impey, who share a commitment to superior client service.

Impey’s arrival is indicative of a broader trend at Ameriprise, which has successfully welcomed over 400 financial advisors in 2024 alone and nearly 1,700 in the last five years. This influx of experienced advisors highlights the firm’s strategic initiative known as the Ultimate Advisor Partnership. This program is designed to foster growth among advisors while enhancing their ability to build lasting client relationships within a supportive and independent culture. Ameriprise’s infrastructure, which includes a network of nearly 10,000 financial advisors, equips the firm to address the diverse financial needs of both individual and institutional investors effectively.

In addition to Impey’s transition, Ameriprise Financial’s commitment to expanding its advisory ranks reflects its dedication to high-quality client service and innovative solutions. The firm’s ongoing efforts to attract skilled financial professionals underline its strategic vision and adaptability in a competitive market. For more details about the benefits of joining Ameriprise, prospective advisors can explore the resources available at ameriprise.com/why.

Overall, Jeff Impey’s move to Ameriprise Financial not only enhances his personal commitment to client service but also reinforces the firm's strategy to cultivate a community of experienced advisors dedicated to delivering exceptional financial guidance.