Jordan Alexander Gonzalez
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCAug 2023 to now
- Choptank ResurauntMar 2023 to Jun 2023
- Park TavernJan 2023 to Mar 2023
- CarchexJan 2023 to Jan 2023
- South River Mortgage, LLCDec 2022 to Jan 2023
- Equitable AdvisorsNov 2022 to Jul 2023
- Guaranteed Rate, Inc.Mar 2022 to Mar 2022
- Home MakerFeb 2022 to Feb 2022
- Lower.comMay 2020 to Dec 2022
- StudentMar 2020 to Apr 2020
- Outback SteakhouseJan 2020 to Mar 2020
- StudentAug 2019 to Jan 2020
- Lending 3Jun 2019 to May 2020
- StudentApr 2019 to Jun 2019
- CarchexAug 2018 to Apr 2019
- StudentJan 2018 to Aug 2018
- Liberty Mountain ResortNov 2017 to Jan 2018
- StudentOct 2017 to Nov 2017
- Dominos PizzaAug 2017 to Oct 2017
- StudentMay 2017 to Aug 2017
- Doerfer Insurance Services - NationwideFeb 2017 to May 2017
- StudentMar 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7793173
- Firm CRD
- 6363