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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Root is a financial advisor with Ameriprise Financial Services, LLC. Jonathan has been in the financial services industry since December 1998. Jonathan's firm has offices in North Haven, Connecticut, Farmington, Connecticut and Guilford, Connecticut. Jonathan is registered with FINRA as a registered representative and holds the Series 7 and Series 66 securities licenses. Jonathan has a client base that includes insurance companies, charitable organizations, high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, state or municipal government entities, and trusts/estates. Jonathan specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
CT
02/18/2011 - Present
Ameriprise Financial Services, LLC (NORTH HAVEN CT)
MN
12/18/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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