John Ross
John Ross is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Staten Island, NY, with 35 years of industry experience. John 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
2025 Richmond Ave Ste 200, Staten Island, NY, 10314
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2014Regulatory
July 2011Customer Dispute
November 1999Other Business ActivitiesSells Insurance
John is an independent insurance broker for fixed annuities since 2018 and owns another business since 2019, dedicating minimal time to each. He also serves as VP on the board of directors for Ross and participates in a pro bono financial planning program, each taking minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Usallianz Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 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.