Stephen Jones
Stephen Jones is a registered investment advisor at Ameriprise Financial Services, LLC, based in Longview, TX, with 29 years of industry experience. Stephen 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
911 W Loop 281 Ste 113, Longview, TX, 75604
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2018Judgment / Lien
March 2018Customer Dispute
September 2011Customer Dispute
September 2008Other Business Activities
Stephen co-owns two businesses, one at 1503 Stonewall and another called TWP Operations at 911 NW Loop 281, dedicating minimal time to the first and about a third of his time to the second. He also serves on various boards and committees, including the Texas Annual Conference UMC Pension Board and the Investment Committee Head Board Member.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
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.