Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
5yrs
Jake Stayer
Financial advisor at Ameriprise Financial Services
Jake Stayer has worked in the financial industry for 5 years and is a financial advisor based in Clearwater, Florida. Jake joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Jake holds the CFP® designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office18167 US Highway 19 N Suite 195, Clearwater, FL 33764
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Jake
Local office(727) 535-1488Ask for Jake. (612) 671-3131Main office · Minneapolis, MN 18167 US Highway 19 N Suite 195Clearwater, FL 33764Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jake
Tailored to Jake’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jake
How do I contact Jake?
Call Jake’s local office at (727) 535-1488 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Jake Stayer.
How long has Jake been a financial advisor?
Jake has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jake hold?
Series 63. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jake paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jake 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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