Jonathan J Bartlett
Investment adviser representative at Ameriprise Financial Services, LLC
23 yearsExperience
3 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Ameriprise Financial Services, LLCApr 2024 to now
- UnemployedMay 2023 to Apr 2024
- Hightower Securities, LLCMay 2017 to May 2023
- Rdm Investment Services, Inc.Sep 2003 to May 2017
- Retirement Design & Management, Inc.Sep 2003 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, RI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2896701
- Firm CRD
- 6363