Mitchell Phillip Jones
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- Santander Bank, NADec 2024 to Mar 2026
- Santander Securities, LLCDec 2024 to Mar 2026
- Ameriprise Financial Services, LLCSep 2023 to Nov 2024
- North American Language and Cultural Assistants ProgramOct 2022 to Mar 2023
- Black Sheep Coal Fired PizzaMar 2022 to Aug 2023
- UnemployedSep 2021 to Feb 2022
- Kona GrillJun 2019 to Aug 2021
- PerkinsJan 2019 to May 2019
- AvenidaJan 2017 to May 2017
- Trader Joe'sNov 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7805715
- Firm CRD
- 6363