Jonathan
Baety

Ameriprise Financial Services, Inc

CRD#2572528
Investment Advisor
in Orlando, FL
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About this Advisor

Jonathan Baety is an investment advisor whose office is in Orlando, Florida. Currently a registered investment advisor with Ameriprise Financial Services, Inc, Baety has 18 years of experience as a registered advisor. Baety holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Baety is able to work with investors based out of Florida and Texas. During their career, Baety has held roles at New England Financial, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Aau Basketball, St Charles Borromeo Catholic School, Orlando Area Committee On Foreign Relations, Orange County Enterprise Zone Agency, Us Global Leadership Coalition, Boy Scouts Of America and Best Buddies Of Central Florida. Ameriprise Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 161 locations in the country. In total, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 client accounts and employs more than 13,020 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc offers 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

18 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

Yes

Office Location

719 Peachtree Rd Ste 100
Orlando, FL 32804

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

FL Average: 157
Total Number of Accounts

1,393,263

FL Average: 8,262
Average Account Size

$178,230

FL 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

Jonathan Baety Work History

Jonathan has 18 years of experience.

2014 - Present (5 years)

Ameriprise Financial Services, Inc

2013 - 2014 (1 year)

Boy Scouts Of America

2013 - 2014 (1 year)

Best Buddies Of Central Florida

2011 - 2014 (3 years)

Various Insurance Carriers For W&R Insurance Agencies

2011 - 2014 (3 years)

Waddell & Reed, Inc

2010 - 2014 (4 years)

Us Global Leadership Coalition

2007 - 2014 (7 years)

Orlando Area Committee On Foreign Relations

2007 - 2014 (7 years)

Orange County Enterprise Zone Agency

2005 - 2011 (6 years)

Aau Basketball

2005 - 2014 (9 years)

St Charles Borromeo Catholic School

2000 - 2011 (11 years)

New England Financial

Disclosures

Jonathan Baety has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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