Jonathan Masters
Jonathan Masters is a registered investment advisor at Ameriprise Financial Services, LLC, based in Alpharetta, GA, with 42 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
11175 Cicero Dr, Ste 450, Alpharetta, GA, 30022-1166
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2008Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Jonathan is an independent insurance broker with New York Life, selling universal life insurance since December 2023.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Suntrust Equitable SecuritiesBroker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations19 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.