Jonathan Baety
Jonathan Baety is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 30 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
2709 W Fairbanks Ave, Ste 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Jonathan is an independent insurance broker since 2011, working with Integrity Life and Minnesota Life. He also serves on the board of directors for Baety, is a member of the Vestry at All Saints Episcopal Church, coaches middle school basketball, is on the Florida Advisory Committee for the US Global Leadership Coalition, and leads contemplative prayer, all taking minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations30 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.