Jonathan Ellis, financial advisor Iron Mountain MI
88 score

Jonathan Ellis

CRD 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.

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Company Name Location Dates Years
Ameriprise Financial Servies, Inc. Iron Mountain, MI May 2014 - Current 2
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
Contact Info for Jonathan M. Ellis
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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