Adam J. Jurewicz, CRPC

Working Together

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals


Adam Jurewicz is licensed and registered to conduct business in SC.
Based on licenses and registrations I hold, I may also conduct business in CT, IN, TX, ID, MN, CO.



Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and
"likes" should not be considered representative of client experiences, or indicative of future
performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or
Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from
publishing a testimonial of any kind concerning the investment advice, analysis, reporting or
other services I provide. For your privacy, please don’t post account or service-related
information on this page. Instead, contact me directly.
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