Jonathan Pelletier (CRD# 7247269) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cranston, RI and has 1 year of experience in the finance industry.
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 6905985
Edward Jones
CRD# 4676913
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cranston, RI | Feb 2024 - Current | < 1 |
| Ameriprise Financial Services, LLC | Cranston, RI | Apr 2020 - Feb 2024 | 3 |
| Johnson & Wales University | Providence, RI | Sep 2019 - Dec 2022 | 3 |
| Holy Trinity Parish | Woonsocket, RI | Jun 2015 - Mar 2020 | 4 |
| North Smithfield School District | North Smithfield, RI | Jan 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- RI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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