JJ
JJ

Jesse Jones

19 Years of Experience
Allen, TX
3 DisclosuresBroker

Jesse Jones is a registered investment advisor at Ameriprise Financial Services, LLC, based in Allen, TX, with 19 years of industry experience. Jesse 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

700 Central Expy S, Ste 380, Allen, TX, 75013-8110

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2019
Final
Financial
March 2019
Final
Financial
February 2019
Final
Other Business Activities

Jesse is involved with Eden Casino Entertainment and Elite Casino Events. These activities are not investment-related and take minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2008 - Present · 17 yrs 11 mos
Ameriprise Financial Services, LLC
June 2008 - Present · 17 yrs 11 mos
Ameriprise Financial Services, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2006 - April 2008 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
September 2006 - April 2008 · 1 yr 7 mos
State Registrations4 states
CAGAMNTX
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.