JL
JL

Joseph Leonetti

29 Years of Experience
Columbus, OH
1 DisclosureBroker

Joseph Leonetti is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 29 years of industry experience. Joseph 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2110 Tremont Ctr, Columbus, OH, 43221-3110

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014
Settled
Other Business Activities

Joseph is the Vice President of Orange Baseball Boosters and Orange Baseball Association, a youth travel baseball program. He also coaches 8th grade baseball, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
October 2003 - Present · 23 yrs
The Huntington Investment CompanyBroker
September 1998 - Present · 28 yrs 1 mo
Previous Registrations
John Hancock Distributors, INC.Broker
May 1997 - September 1998 · 1 yr 4 mos
State Registrations23 states
AZCACOCTFLIAILINKSKYMAMDMIMNNCNENYOHPASCTNTXVA
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.
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