Cherie A Jones
Investment adviser representative at Ameriprise Financial Services, LLC
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
5 years in the industry.
- Ameriprise Financial Services, IncAug 2019 to now
- Ameriprise Financial Service, LLCAug 2019 to now
- Royal Alliance Associates, Inc.Nov 2018 to Aug 2019
- Signator Investors, Inc.May 2016 to Nov 2018
- Cherie A JonesMay 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4519306
- Firm CRD
- 6363