Cherie Jones, financial advisor Garden Grove CA

Cherie Jones

CRD Number: 4519306
Current Firm: Ameriprise Financial Services, LLC

Cherie Jones (CRD# 4519306) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Garden Grove, CA and has over 21 years of experience in the finance industry. Cherie Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Garden Grove, CA Aug 2019 - Current 4
Royal Alliance Associates, Inc. Garden Grove, CA Nov 2018 - Aug 2019 < 1
Cherie A Jones Garden Grove, CA May 2015 - Aug 2019 4
Signator Investors, Inc. Garden Grove, CA May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Garden Grove, CA Sep 2009 - May 2016 6
Capital Resources & Insurance Huntington Beach, CA Nov 2001 - May 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Cherie A. Jones
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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