Jonathan MirerCRD Number: 336638
Current Firm: Ameriprise Financial Services, LLC
Jonathan Mirer (CRD# 336638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Henderson, NV and has over 42 years of experience in the finance industry.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Henderson, NV||Jul 2016 - Current||6|
|Wells Fargo Advisors LLC||Portsmouth, NH||May 2009 - Jul 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
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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