Jonathan EllisCRD Number: 6337527
Current Firm: Ameriprise Financial Services, Inc.
Jonathan Ellis (CRD# 6337527) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Iron Mountain, MI and has over 2 years of experience in the finance industry.
Center Street Advisors, Inc.
Msi Financial Services, Inc.
Investment Centers Of America, Inc.
|Ameriprise Financial Servies, Inc.||Iron Mountain, MI||May 2014 - Current||3|
|Unemployed||West Lafayette, IN||Dec 2013 - May 2014||< 1|
|Freedom Lawns||Delphi, IN||Sep 2013 - Dec 2013||< 1|
|Unemployed||West Lafayette, IN||May 2012 - Sep 2013||1|
|Ferris State University||Big Rapids, MI||Jan 2008 - May 2012||4|
|Central Michigan University||Mount Pleasant, MI||Aug 2006 - Jan 2008||1|
|Self-employed||Iron Mountain, MI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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