Ameriprise Financial Services, Inc
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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
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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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
Jonathan Baety Work History
Jonathan has 18 years of experience.
Ameriprise Financial Services, Inc
Boy Scouts Of America
Best Buddies Of Central Florida
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Us Global Leadership Coalition
Orlando Area Committee On Foreign Relations
Orange County Enterprise Zone Agency
St Charles Borromeo Catholic School
New England Financial
Jonathan Baety has disclosures.
Please visit their SEC profile for more details.