Jonah A Drake
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2023 to now
- Creighton University's Career CenterAug 2023 to Oct 2023
- Minnesota Valley Action CouncilJun 2023 to Aug 2023
- Creighton UniversityAug 2021 to May 2024
- Pizza RanchApr 2019 to Jun 2023
- Waseca Lakeside ClubMay 2018 to Aug 2020
- Wasecca High SchoolJan 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7761827
- Firm CRD
- 6363