Best-in-State · rank 40 · Birmingham, Alabama · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Current Employment: Ameriprise Financial Services, LLC” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “Ameriprise Financial, Inc. (NYSE: AMP, S&P 500) Headquarters: Minneapolis, Minnesota” — firm_official
- Firm type — wirehouse (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- “Licenses: FINRA Series 7, 63, and 24. Insurance Licenses: Life, Accident, and Health Insurance” — sec_finra_regulatory
- Team name — MavenCross Wealth Advisors (high)
- “Team Name: MavenCross Wealth Advisors (rebrand of 'Jeff Roberts and Associates')” — firm_official
- Team size — 7 (high)
- “Team Size: 7 advisors” — firm_official
- CRD — 2267120 (high)
- “CRD Number: 2267120. Full Legal Name: David Jeffrey Roberts” — sec_finra_regulatory
- Years experience — 34 (high)
- “34 years in financial advisory and registered representative experience. Registration Date with Firm: 11/16/1992” — sec_finra_regulatory
- Designations — ChFC, CFA, AIF, other:CRPC, other:CFS, other:CKA, other:BFA, other:APMA, other:AEP (high)
- “Credentials: ChFC® — Chartered Financial Consultant®, CRPC™ — Chartered Retirement Planning Counselor™, CFS® — Certified Fund Specialist, CKA® — Certified Kingdom Advisor®, BFA™ — Behavioral Financial Advisor, APMA® — Ac” — firm_official
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B. Asset Date: 6/30/2025” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
- Client niche — generalist (medium)
- “Future-focused financial solutions that transform lives. Lifetime financial guidance aligned with individual goals. Customized investment strategies based on personal needs.” — firm_official
- Custodians — not_applicable (high)
- “Ameriprise Financial Services, LLC operates as a subsidiary providing financial planning, wealth management, asset management, insurance, annuities, and estate planning services.” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/mavencross-wealth-advisors/financial-advice-team/jeff.roberts/ (high)
- “Primary Profile URL: MavenCross Wealth Advisors - Jeff Roberts” — firm_official
- Value proposition (verbatim) — To be the obvious choice for guiding clients to joyfully steward their resources. (high)
- “To be the obvious choice for guiding clients to joyfully steward their resources.” — professional_press
- Differentiators — 131+ years combined team experience, Seven-advisor collaborative practice, Barron's top private wealth advisor recognition (multiple years), ChFC, CRPC, and estate planning specialization, Digital collaboration and secure account access (medium)
- “Combined Experience: 131+ years collectively (team total)” — firm_official
- “Named one of the top private wealth advisors in the nation by Barron's (multiple years of recognition)” — professional_press
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top Private Wealth Advisors (multiple years), Financial Times Magazine Top 400, Forbes Best-in-State Wealth Advisors 2026 (#40) (high)
- “Named among top private wealth advisors by Barron's seven times and recognized by Financial Times Magazine in top 400.” — professional_press
- “Ranked #40 on Forbes 2026 Best-In-State Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search