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Jonathan Paul Kelsall

American Enterprise Investment Services Inc.

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About Jonathan Paul Kelsall

Jonathan Paul Kelsall is a financial advisor with American Enterprise Investment Services Inc. in Minneapolis, Minnesota. Jonathan has over 20 years of experience in the financial services industry. Jonathan holds the Series 7, Series 9, Series 10, and Series 63 licenses. Jonathan is registered with the state of Minnesota. Jonathan previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jonathan has been active in the securities industry since March 22, 2001.

Firm Information

Jonathan Kelsall is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Kelsall’s Registration & Firm History

MN

11/30/2017 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

09/26/2007 - 11/30/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

01/12/2005 - 03/02/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/12/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

02/20/2003 - 01/13/2005

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

NE

06/09/1999 - 08/15/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

FL

02/03/1999 - 05/20/1999

GSG SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 02/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/28/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Paul Kelsall.
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