QJ
CFP
QJ
CFP

Qiong Jackson

10 Years of Experience
Rancho Cucamonga, CA
1 DisclosureBroker

Qiong Jackson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rancho Cucamonga, CA, with 10 years of industry experience. Qiong 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

10681 Foothill Blvd Ste 480, Rancho Cucamonga, CA, 91730

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History

Regulatory History (1)
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Customer Dispute
November 2025
Pending
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
July 2015 - December 2024 · 9 yrs 5 mos
Edward JonesBroker
April 2015 - December 2024 · 9 yrs 8 mos
State Registrations23 states
AZCACOFLGAIDILINLAMAMIMONCNVNYORPASCTNTXUTWAWI
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.