Jonathon Hubbard (CRD# 5624033) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orland Park, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Orland Park, IL | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, NC | Apr 2018 - Oct 2021 | 3 |
| E*trade Securities LLC | Charlotte, NC | May 2017 - Apr 2018 | < 1 |
| E*trade Capital Management LLC | Charlotte, NC | May 2017 - Apr 2018 | < 1 |
| Morgan Stanley Smith Barney LLC | Bethesda, MD | Dec 2014 - May 2017 | 2 |
| Wells Fargo Advisors, LLC | St. Louis, MO | Jul 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- IL
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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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