American Wealth Management
47yrs
Top advisor by experience in Alpharetta
16yrs
Jay Liban
Financial advisor at Ameriprise Financial Services
Jay Liban is a fiduciary financial advisor in Alpharetta, Georgia, with 16 years in the industry. After nine years at J.p. Morgan Securities and three years at Merrill Lynch, Pierce, Fenner & Smith, Jay joined Ameriprise Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Alpharetta
Office11175 Cicero Dr Suite 450, Alpharetta, GA 30022
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2013 – 2023J.p. Morgan Securities LLCPreviously
- 2010 – 2013
Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Ameriprise Financial Services at 612-671-3131 and ask for Jay Liban. Jay works from the Alpharetta, GA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Alpharetta.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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