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Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton, CO 80229
(303) 2529777

About Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.

General Information

CRD#

3267795

Firm CRD#

6363

Insurance License#

CA Insurance #0D98613

Name of Broker/Dealer

Ameriprise Financial Services, Inc.

States Licensed in

CO TX, MT, OK, IL, VA, OR, CA, NE, AZ, NV, MA, MD, KS, MO, MN, ID

Years of Experience in Financial Services

20

Number of Years with Current Firm

19

I work with the following types of clients

Individual Investors, Businesses, Families

Services

Investment Types

Alternative Investments, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Video Conference, Via phone

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER" practitioner

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Accident

Non-Financial Organization Memberships

Certified Financial Planner Board standards

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions

Education

Masters of Engineering Management -

St. Martin's College
-

Bachelor of Science, Astrophysics -

Michigan State University
-

Disclaimer

Ameriprise Financial cannot guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved. 2479086ACMR0419