Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Advanced Capabilities
The father-son team joins the branch channel of Ameriprise from Thrivent Investment Management
Pattern Wealth, a private wealth advisory practice,recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Thrivent Investment Management, Inc. with $160 million in client assets. The practice, located in Wayzata, Minn., is led by private wealth advisor Jeremy Jackson and includes his father, financial advisor Dave Jackson, and client service associate Erika Holland.
The team, which brings decades of combined industry experience, chose to join Ameriprise to enhance their client experience and align with a firm that supports long-term growth through advanced capabilities and a strong national brand.
“We’ve always been committed to helping our clients navigate retirement planning, insurance, and investment decisions with care and precision,” said Jeremy Jackson. “As we looked to the future, it was important to find a firm that could help us deliver even more, through a broader set of tools, a proven growth platform, and a brand our clients recognize and trust. Ameriprise stood out on all fronts.”
