Jonathan
Ameen
Impact Capital Partners LLC
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About this Advisor
Jonathan Ameen is a financial advisor based in Englewood, Colorado, working with Impact Capital Partners LLC. Jonathan has previously held positions at UBS Financial Services and Impact Capital Partners LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Jonathan is part of Impact Capital Partners LLC, which operates out of Englewood, Colorado. The firm has 1 office and 5 employees. The firm manages assets totaling $437.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Impact Capital Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Capital Partners LLC Brokerage Details
$437,079,845
5
1,485
$294,330
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jonathan Ameen Work History
Impact Capital Partners LLC
Ubs Financial Services
Disclosures
Please visit the SEC profile of Jonathan Ameen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Capital Partners LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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