Jonathan Brown (CRD# 6260143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kensington, MD and has over 10 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Kensington, MD | May 2023 - Current | < 1 |
| Ameriprise Financial Services | Kensignton, MD | May 2023 - May 2023 | < 1 |
| Ifp Securities, LLC | Fairfax, VA | May 2019 - May 2023 | 4 |
| Independent Financial Partners | Fairfax, VA | Feb 2014 - May 2023 | 9 |
| Ameriprise Financial Services, LLC | Kensington, MD | Mar 2020 - Mar 2020 | < 1 |
| Lpl Financial LLC | Fairfax, VA | Oct 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
- MD
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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