Jonathon Myers
Jonathon Myers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vestal, NY, with 33 years of industry experience. Jonathon 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1550 Vestal Pkwy E, Ste B, Vestal, NY, 13850
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Jonathon owns a business at 2100 Donna Drive since 2016, dedicating minimal time. He is also involved with Strategic Concepts Group, LLC at 2108 Donna Drive since 2016, spending a few hours per week, including during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations2 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.
Exams
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