Wade
Jones

Ameriprise Financial Services, Inc

CRD#6717745
Investment Advisor
in Arcadia, CA
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About this Advisor

Wade Jones is a financial advisor working in Arcadia, California, with a total of 11 years of experience as a financial advisor. Jones is an advisor for Ameriprise Financial Services, Inc. During their career, the advisor has held roles at Ameriprise Financial Services, Inc and San Gabriel Country Club. Jones maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Ameriprise Financial Services, Inc is an advisory firm that has its headquarters in Arcadia, California. The firm has offices in 161 locations and a total of 13,020 people on staff. It handles $244 billion in assets between its 1,268,997 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Ameriprise Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Ameriprise Financial Services, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

225 E Santa Clara St Ste 302
Arcadia, CA 91006

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

CA Average: $5,289,111,388
Total Number of Employees

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Wade Jones Work History

Wade has 11 years of experience.

2016 - Present (3 years)

Ameriprise Financial Services, Inc

2007 - 2016 (9 years)

San Gabriel Country Club

Disclosures

Wade Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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