SJ
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Savannah Jones

3 Years of Experience
Henderson, NV
Broker

Savannah Jones is a registered investment advisor at Ameriprise Financial Services, LLC, based in Henderson, NV, with 3 years of industry experience. Savannah 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

2495 Village View Dr Ste 200, Henderson, NV, 89074

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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 Activities

Savannah is an author who writes and self-publishes fictional fantasy novels, operating as a self-employed individual. This activity takes about 10-20% of Savannah's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.