Geoffrey Jones
Geoffrey Jones is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 42 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
300 S Orange Ave, Ste 750, Orlando, FL, 32801-3347
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2012Customer Dispute
February 2010Customer Dispute
April 2008Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Amsouth Investment Services, INC.Broker
Barnett Investments, INC.Broker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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