J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
New
Benjamin Assa
Financial advisor at Ameriprise Financial Services
Benjamin Assa is a fiduciary financial advisor in Miami, Florida, registered since Jun 2026. Benjamin joined Ameriprise Financial Services in 2026, 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 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office9350 S Dixie Hwy Suite 1410, Miami, FL 33156
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Benjamin
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Benjamin. 9350 S Dixie Hwy Suite 1410Miami, FL 33156Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Benjamin
How do I contact Benjamin?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Benjamin Assa. Benjamin works from the Miami, FL office.
How long has Benjamin been a financial advisor?
Benjamin is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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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