Jonathan Pochop
Jonathan Pochop is a registered investment advisor at Ameriprise Financial Services, LLC, based in Spearfish, SD, with 34 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
712 N 12th St, Spearfish, SD, 57783
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Regulatory History
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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Jonathan owns commercial and single-family real estate, and is involved in management decisions for 1902 Cowboys LLC. He also serves as a board member for Pochop and works as a financial advisor for LFP Consulting, LLC, dedicating about a third of his time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Offerman & CompanyBroker
State Registrations23 states
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