Jonathan Root
Jonathan Root is a registered investment advisor at Ameriprise Financial Services, LLC, based in North Haven, CT, with 27 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
250 State St, Unit E1, North Haven, CT, 06473-2182
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2007Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Jonathan owns commercial real estate since 2014 and other businesses since 2007 and 2011, dedicating about 10-20% of his time to these ventures. He also works as an independent insurance broker for Elevance Health, Inc. since 2000.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations40 states
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