Jordan Patros
Jordan Patros is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 20 years of industry experience. Jordan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
901 3rd Ave S, Minneapolis, MN, 55402-3367
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Advantage Investment Management, LLC
LPL Financial LLCBroker
Allianz Life Financial Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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
More Advisors
- Tyler SevlieAmeriprise Financial Services, LLC
- David Mattson, CFAAmeriprise Financial Services, LLC
- Dawn Akkerman, ChFCAmeriprise Financial Services, LLC
- Benjamin LacroixAmeriprise Financial Services, LLC
- Ryan CinAmeriprise Financial Services, LLC
- William LomanAmeriprise Financial Services, LLC