Friday, May 17, 2024
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Joe Chairez, a financial advisor previously with J.P. Morgan Securities, has moved to Ameriprise Financial’s branch channel in Dallas, Texas, bringing with him assets totaling $105 million.

Chairez cited Ameriprise’s capabilities as a key factor in his decision to join, noting the firm’s reputation for client satisfaction and its robust technology and resources. He aims to leverage these tools to enhance the service he provides to his clients.

Impressed by Ameriprise’s supportive culture and resources for advisor growth, Chairez expressed appreciation for the assistance and sincerity of his colleagues and leaders. He highlighted the firm’s successful track record in advisor transitions as further confirmation of his choice.

In his new role, Chairez is supported by Ameriprise Complex Director Thomas Harris and Ameriprise Regional Vice President Mitchell Doren.

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