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Jonathan Salaciak

26 Years of Experience
Boston, MA
Broker

Jonathan Salaciak is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boston, MA, with 26 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

60 State St, Suite 2100, Boston, MA, 02109

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC.
October 2018 - December 2020 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - October 2018 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2013 - October 2018 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - September 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - September 2012 · 1 yr 6 mos
Commonwealth Financial NetworkBroker
July 2006 - April 2007 · 9 mos
Goldman, Sachs & CO.Broker
May 2005 - July 2006 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
April 1995 - April 2005 · 10 yrs
Charles Schwab & CO., INC.Broker
February 1994 - February 1995 · 1 yr
State Registrations29 states
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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.