JH
JH

Jon Hill

25 Years of Experience
Jacksonville, FL
Broker

Jon Hill is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 25 years of industry experience. Jon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

6817 Southpoint Pkwy Ste 1001, Jacksonville, FL, 32216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jon has several business activities, including real estate ownership and management of multiple LLCs related to his Ameriprise practice. These activities take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2016 - Present · 9 yrs 10 mos
Ameriprise Financial Services, LLC
June 2016 - Present · 9 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Metlife Securities INC.
March 2008 - July 2016 · 8 yrs 4 mos
Metlife Securities, INCBroker
April 2000 - July 2016 · 16 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 2000 - July 2007 · 7 yrs 3 mos
State Registrations40 states
ALARAZCACOCTDCFLGAIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
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.
Jon Hill - Financial Advisor | TrueAdvisor