Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wiley Wells is an investment advisor representative with Ameriprise Financial Services, LLC. Jonathan is registered to provide investment advice in multiple states. Jonathan has been working in the financial services industry since 2006. Jonathan is also a licensed real estate professional. Jonathan has a variety of experience serving clients including individuals, families, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Jonathan’s areas of specialization include financial planning, portfolio management, retirement planning, and estate planning. Jonathan can help clients with a variety of financial needs, including investment management, asset allocation, retirement planning, and estate planning. Jonathan is committed to providing personalized service to each of his clients.
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
MN
05/01/2021 - Present
Ameriprise Financial Services, LLC (NEW PRAGUE MN)
MN
07/26/2006 - 10/20/2010
WADDELL & REED, INC. (BLOOMINGTON MN)
BOTH
Issued 08/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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