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JR
CFP
JR
CFP

Jonathan Rico

Ameriprise Financial Services, LLC
20 Years of Experience
Bradenton, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Rico is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bradenton, FL, with 20 years of industry experience. Jonathan 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

11065 Gatewood Dr, Unit C-103, Bradenton, FL, 34211

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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 ActivitiesSells Insurance

Jonathan owns Azzurri LLC, which is used for tax purposes, and spends about a third of his time on it. He is also a financial advisor with Tidemark Financial Services and Insurance, LLC, dedicating about a third of his time to this investment-related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 8 yrs
Previous Registrations
Prudential Financial Planning Services
June 2013 - November 2018 · 5 yrs 5 mos
Pruco Securities, LLC.Broker
February 2006 - November 2018 · 12 yrs 9 mos
State Registrations25 states
ALARAZCACTFLGAHIINLAMDMIMOMSMTNCNJNYOHORPASCTXWIWV
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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