Advisor profile


My approach

Jeffrey Mushen - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jeffrey Mushen - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters of Science in Finance, Seattle University, 2011
  • Chartered Financial Consultant, The American College, 2009
  • CFP Certification Program, College for Financial Planning, 2008
  • BA in Economics, University of Washington, 2006

Interests

Living in Seattle, I keep busy by attending shows at the 5thAvenue Theater and spending every opportunity I can enjoying the sights, sounds and cuisine of the beautiful Pacific Northwest. During the fall you will find me on the shores of Lake Washington cheering on my Washington Huskies. I’ve always been a Seattle sports fan and I am passionate about my local teams.

In the winter I spend my off time on the slopes skiing or in the kitchen testing out a new recipe. In the summer I’m outside playing soccer, grilling up juicy steaks, or doing my best not to lose all my golf balls on one of the many local golf courses.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014-2020

Professional associations

  • Financial Planning Association of Puget Sound

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.