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JG
CFA · CFP
JG
CFA · CFP

Jon Gadberry

Ameriprise Financial Services, LLC
10 Years of Experience
Eden Prairie, MN
Broker
View SEC Summary
View SEC Summary

Jon Gadberry is a CFA, CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Eden Prairie, MN, with 10 years of industry experience. Jon 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
—
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Location

Eden Prairie, MN

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Ameriprise Financial Services, LLC
September 2025 - Present · 1 yr 1 mo
Ameriprise Financial Services, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Orgel Wealth Management, LLC
June 2021 - May 2025 · 3 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
January 2020 - June 2021 · 1 yr 5 mos
American Century Investment Services INC.Broker
February 2017 - December 2019 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
January 2016 - February 2017 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
December 2015 - February 2017 · 1 yr 2 mos
State Registrations2 states
MNSD
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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