Jonathan Blakelock, financial advisor Kingwood TX
93 score

Jonathan Blakelock

CRD Number: 4431649
Current Firm: Ameriprise Financial Services, Inc.

Jonathan Blakelock (CRD# 4431649) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Kingwood, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Kingwood, TX Jul 2013 - Current 3
Edward Jones St. Louis, MO Feb 2007 - Jul 2013 6
Citigroup Global Markets Inc. Houston, TX Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Jonathan L. Blakelock
Phone Number: 612-671-3131
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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