Jonathan Gilfry
Jonathan Gilfry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fremont, NE, 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
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
1350 N Bell St, Fremont, NE, 68025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns commercial and multi-family real estate properties, and JDG Investments LLC which owns the rental properties. He also co-owns PAD of Fremont LLC (an indoor sports center), Jon Gilfry Co. (financial planning and advice), and Onward Holdings I, LLC (an Ameriprise franchise), dedicating about a third of his time to Jon Gilfry Co.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Securities America, INC.Broker
State Registrations21 states
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