Ameriprise Financial Services, LLC
About this Advisor
Jonathan Gilfry is a financial advisor who works out of Fremont, Nebraska, who has been in the advisory business for 20 years. Gilfry is an employee of Ameriprise Financial Services, LLC. Over the course of their career, they have held roles at Wealth Partners, Sii Investments and Ameriprise Financial Advisors Inc. Gilfry has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas, Nebraska and Texas. Ameriprise Financial Services, LLC is a registered investment firm operating in Fremont, Nebraska. The investment advisory business has offices in 158 locations and a total of 13,556 financial advisors. It controls $313 billion in assets under management among its 1,488,886 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,698 charitable organizations. Of its 1,488,886 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a broad range of services, including 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 management vary depending on the services provided. Fee types billed by Ameriprise Financial Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, LLC 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 Gilfry Work History
Jonathan has 20 years of experience.
Ameriprise Financial Advisors Inc
Jonathan Gilfry has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD