Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Daniel Jackson is an Ameriprise Financial Services, LLC advisor who has been in the industry for over 25 years. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Ameriprise Financial Services, LLC for over 7 years. Jonathan is also registered with the states of New Hampshire and Texas as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/08/2015 - Present
Ameriprise Financial Services, LLC (Newton MA)
NC
11/20/2012 - 07/01/2015
1ST GLOBAL CAPITAL CORP. (RALEIGH NC)
NC
06/18/2012 - 11/27/2012
LPL FINANCIAL LLC (RALEIGH NC)
NC
11/24/1997 - 07/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
MN
11/24/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Jackson is the right advisor for you? Invested Better is here to help.
