Craig
Jones

Ameriprise Financial Services, LLC

CRD#6318125
Investment Advisor
in Fremont, NE

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About this Advisor

Craig Jones is a financial advisor who works out of Fremont, Nebraska, with a total of 16 years in the industry. Jones is an employee of Ameriprise Financial Services, LLC. Over the course of their career, Jones has held roles at Ameriprise Financial Services, Inc, Calton & Associates, Inc and Jones Family. Jones has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Nebraska. Ameriprise Financial Services, LLC is a financial advisory firm that has its headquarters in Fremont, Nebraska. The investment advisory business has offices in 158 locations and a total of 13,556 financial advisors. It oversees $313 billion in assets under management between its 1,488,886 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 1,698 charities and foundations. Of its 1,488,886 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Ameriprise Financial Services, LLC 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. Fees for financial advice depend on which services are offered. Fee types charged by Ameriprise Financial Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

1350 N Bell St
Fremont, NE 68025

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

NE Average: 157
Total Number of Accounts

1,488,886

NE Average: 8,262
Average Account Size

$210,414

NE 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

Craig Jones Work History

Craig has 16 years of experience.

2017 - Present (4 years)

Ameriprise Financial Services, Inc

2014 - 2017 (3 years)

Calton & Associates, Inc

2004 - 2014 (10 years)

Jones Family

Disclosures

Craig Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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