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Jason M
Series 66
Augusta, ME
Ameriprise
Jason Macdonald is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, he serves as a youth hockey referee. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
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