JR
CFP
JR
CFP

John Reynolds

42 Years of Experience
Arcadia, FL
Broker

John Reynolds is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Arcadia, FL, with 42 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

207 E Magnolia St, Arcadia, FL, 34266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John owns commercial real estate since 2006. He also engages in fiduciary activities, such as acting as an attorney-in-fact or trustee.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 1987 - Present · 39 yrs 6 mos
Ameriprise Financial Services, LLC
November 1984 - Present · 41 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 1984 - Present · 41 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 1984 - July 2006 · 21 yrs 8 mos
Ids Financial Services INC.Broker
November 1984 - December 1986 · 2 yrs 1 mo
Lawrence, Rager & CO., INC.Broker
January 1984 - January 1985 · 1 yr
State Registrations29 states
ARCACODEFLGAILINKYMAMDMEMIMNMSNCNHNJNMNYOHORPASCTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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