Jonathan Sweet
Jonathan Sweet is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsburgh, PA, with 6 years of industry experience. Jonathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1570 Omega Dr, Pittsburgh, PA, 15205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan serves as Treasurer on the Board of Directors for Sweet, dedicating about 10-20% of his time. He is also a Trustee for Zerubbabel Duquesne Chapter No.162 Royal Arch Masons, spending a few hours per week monitoring the organization's investments in a volunteer position.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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