Jonathan Chase Petty
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 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
15 years in the industry.
- Ameriprise Financial Services, LLCJan 2024 to now
- Raymond James Financial Services Advisors, IncSep 2023 to Dec 2023
- Raymond James Financial Services, Inc.Feb 2023 to Dec 2023
- Emphasize Financial PlanningJan 2023 to Dec 2023
- Arkansas Farm Bureau InsuranceAug 2022 to Dec 2022
- Petty FarmsNov 2016 to Dec 2022
- Walnut Ridge Middle School & High SchoolAug 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 7694384
- Firm CRD
- 6363