Jonathan Jiang
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 2025 to now
- J.P. Morgan Securities LLCAug 2023 to Aug 2025
- JPMorgan Chase Bank, N.A.Feb 2022 to Aug 2025
- StarbucksOct 2019 to Feb 2022
- SproutsJun 2019 to Oct 2019
- Cheesecake FactoryDec 2018 to Jun 2019
- UnemployedNov 2018 to Dec 2018
- UberNov 2018 to Nov 2018
- ChipotleFeb 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7798506
- Firm CRD
- 6363