Jason M . Platt
SPECIAL ADVERTISING SECTION
Jason M . Platt
MBA , CFP ®, Financial Advisor Three-Year Winner
40 Sockanosset Cross Road • Cranston , RI 02920 Phone : 401-495-3999 jason . platt @ ampf . com www . ameripriseadvisors . com / jason . platt
Jason was born in San Francisco . At age nine , he watched a hockey game on television and instantly fell in love with the sport . It shaped his growth and development as a professional hockey player and as a person . Over the next two decades , as he followed his passion wherever it led , he discovered his most distinct personal traits : passion , vision and fusion . Jason is a 2021 , 2022 and 2023 Five Star Wealth Manager .
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, Certified finanCial Planner™ , and the CFP ® mark ( with plaque design ) in the U . S .
Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success . Ameriprise Financial Services , LLC . Member FINRA and SIPC .
Self-completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode use this format : YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 2 / 25 / 19 - 10 / 7 / 19 ; 2018 : 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 287 , 111 , 39 %, 11 / 1 / 12 , 5 / 6 / 11 - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints the past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . does not evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ is no guarantee as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
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