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Jordan Patros

19 Years of Experience
Minneapolis, MN
1 DisclosureBroker

Jordan Patros is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 19 years of industry experience. Jordan 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

901 3rd Ave S, Minneapolis, MN, 55402-3367

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2012
Other Business Activities

Jordan creates and sells music and merchandise on Bandcamp. This takes about 10-20% of his time, with minimal time spent during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2015 - Present · 10 yrs 10 mos
Ameriprise Financial Services, LLC
July 2015 - Present · 10 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Advantage Investment Management, LLC
April 2013 - June 2015 · 2 yrs 2 mos
LPL Financial LLCBroker
September 2012 - June 2015 · 2 yrs 9 mos
Allianz Life Financial Services, LLCBroker
March 2007 - April 2012 · 5 yrs 1 mo
Metlife Securities INC.Broker
January 2005 - June 2006 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - June 2006 · 1 yr 5 mos
State Registrations1 state
MN
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.