Jonathan David Carroll
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, LLCJun 2025 to now
- College Student At the University of KentuckyAug 2024 to May 2025
- Congo BrandsJun 2024 to Aug 2024
- College Student At the University of KentuckyAug 2023 to May 2024
- Syn LawnJun 2023 to Aug 2023
- College Student At the University of KentuckyAug 2022 to May 2023
- Turf Guys LLCJun 2022 to Aug 2022
- Student At the University of KentuckyAug 2021 to May 2022
- Mks Innovative ProductsJun 2021 to Aug 2021
- Student At Saint Xavier High SchoolAug 2020 to May 2021
- UnemployedJun 2020 to Aug 2020
- Student At Saint Xavier High SchoolAug 2019 to May 2020
- UnemployedJun 2019 to Aug 2019
- Student At Saint Xavier High SchoolAug 2018 to May 2019
- UnemployedJun 2018 to Aug 2018
- Student At Saint Xavier High SchoolAug 2017 to May 2018
- UnemployedJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 8112434
- Firm CRD
- 6363