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Steinmetz Jackson Wealth Group Joins Ameriprise, Adding Over $370 Million AUM

Aug 4, 2026, 9:17 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Adds a meaningful AUM chunk and strengthens Ameriprise’s growth narrative through advisor recruitment and tech advantage; could lift revenue and fee-based income over time. History shows asset moves from advisory teams can raise near-term AUM and retention, but integration risk exists.

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What happened, with direct paths to the underlying reporting

Steinmetz Jackson Wealth Management Group, based in Fort Lauderdale, moved to Ameriprise, bringing more than $370 million in client assets. The team cites Ameriprise’s planning tools, integrated technology, and AI platform as key benefits, aiming to deliver more personalized client service. The move reinforces Ameriprise’s ongoing advisor recruitment and growth strategy.

Steinmetz Jackson joins Ameriprise from Janney with $370M+ assets.
Team led by Kenneth Steinmetz and James Jackson joins AMP.
Ameriprise highlights planning-first approach and AI-powered technology.
Ultimate Advisor Partnership supports growth and client experience.
AMP attracted about 1,700 advisors in the last 5 years.

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