Jon MoutonCRD Number: 7367788
Current Firm: Ameriprise Financial Services, LLC
Jon Mouton (CRD# 7367788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lafayette, LA and has 1 year of experience in the finance industry.
Vermilion Asset Management, LLC
Lifemark Securities Corp.
Advantage Wealth Management, LLC
|Ameriprise Financial Services, LLC||Lafayette, LA||Apr 2021 - Current||1|
|Tech Service Products||Broussard, LA||Feb 2021 - Apr 2021||< 1|
|Target Company||Lafayette, LA||Oct 2019 - Dec 2020||1|
|The Home Depot||Lafayette, LA||Feb 2019 - Oct 2019||< 1|
|M&m Home Improvements||Crowley, LA||May 2018 - Dec 2018||< 1|
|Iota High School||Iota, LA||Aug 2014 - May 2018||3|
|Iota Middle School||Iota, LA||Aug 2011 - May 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
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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