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Our financial advice team

Jason Heath, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jason Heath


Financial Advisor

Chartered Retirement Planning Counselor™
Legacy Private Wealth Group

An Ameriprise Platinum Financial Services® Advisor

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business


  • CRPC™ Chartered Retirement Planning Counselor™


  • BA Exercise Science, Math minor, Oklahoma State University

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021

Community participation

  • Run a non-profit Horse Youth Ranch "Haven Acres"
  • My wife & I teach marriage classes through our church.


  • My family is very important to me.
  • I am very involved with my Church and community
  • I enjoy playing Golf and softball
  • After a busy day I enjoy watching a good movie with my wife