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MJ
CFP
MJ
CFP

Mark Jongeward

Ameriprise Financial Services, LLC
41 Years of Experience
Walnut Creek, CA
Broker
View SEC Summary
View SEC Summary

Mark Jongeward is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Walnut Creek, CA, with 41 years of industry experience. Mark 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

1333 N California Blvd, Ste 630, Walnut Creek, CA, 94596

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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

Mark has a business ownership activity that started in 2011, dedicating a few hours per week to it. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 10 mos
Ameriprise Financial Services, LLCBroker
May 1985 - Present · 41 yrs 5 mos
Ameriprise Financial Services, LLC
May 1985 - Present · 41 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2004 - July 2006 · 2 yrs 5 mos
Ids Financial Services INC.Broker
May 1985 - December 1986 · 1 yr 7 mos
State Registrations34 states
ALARAZCACODCFLHIIAIDILKYMAMDMEMIMNMTNCNDNENJNMNVNYORPASCSDTXUTWAWIWY
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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