Jonathan Baety, financial advisor Orlando FL

Jonathan Baety

CRD Number: 2572528
Current Firm: Ameriprise Financial Services, LLC

Jonathan Baety (CRD# 2572528) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orlando, FL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Orlando, FL Jun 2014 - Current 6
Best Buddies Of Central Florida Orlando, FL Dec 2013 - Jun 2014 < 1
Boy Scouts Of America Apopka, FL Jul 2013 - Jun 2014 < 1
Various Insurance Carriers For W&r Insurance Agencies Winter Park, FL Aug 2011 - Jun 2014 2
Waddell & Reed, Inc. Maitland, FL Aug 2011 - Jun 2014 2
Us Global Leadership Coalition Washington, DC Jan 2010 - Jun 2014 4
Orlando Area Committee On Foreign Relations Orlando, FL Jan 2007 - Jun 2014 7
Orange County Enterprise Zone Agency Orlando, FL Jan 2007 - Jun 2014 7
St Charles Borromeo Catholic School Orlando, FL Nov 2005 - Jun 2014 8
Aau Basketball Sanford, FL Apr 2005 - Sep 2011 6
New England Financial Orlando, FL Jun 2000 - Aug 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Jul 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan D. Baety
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
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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