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CFP
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CFP

Jon Short

Ameriprise Financial Services, LLC
26 Years of Experience
Indianapolis, IN
1 DisclosureBroker
View SEC Summary
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Jon Short is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 26 years of industry experience. Jon 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 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
—
View Full SEC Brochure

Location

45 N Pennsylvania St, Indianapolis, IN, 46204-3139

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History

Regulatory History (1)
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Regulatory
September 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jon owns a rental property with his wife, Heidi, and dedicates minimal time to collecting rent and general management. He is also a board member of the Enis Furley Foundation, a not-for-profit organization, and spends minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
January 2009 - Present · 17 yrs 9 mos
The Huntington Investment CompanyBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2000 - January 2009 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - January 2009 · 8 yrs 4 mos
State Registrations23 states
AZCACOFLGAILINKYMEMIMNMONCNVNYOHPASCTNTXVAWIWV
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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More financial advisors in Indianapolis, IN →All financial advisors in Indiana →
Jon Short - Financial Advisor | TrueAdvisor