Jonathan Moses Pearlstein

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Phoenix, MD
• 09/2000 → Present
  Ameriprise Financial Service, Llc
  Phoenix, MD

Other Businesses

Real Estate Ownership; Single Family; 400 Symphony Circle #60C, , Cockeysville, MD, 21030; Not Investment-Related; 09/14/2020. Business Ownership; 954 Ridgebrook Road LLC; Owner; Real Estate; 954 Ridgebrook Rd, Ste 200, Sparks, MD, 21152; Not Investment-Related; 08/15/2024; 1 to 9 hours per month; 0 during trading hours / Pearl Financial Partners LLC; Owner; This is an LLC for business purposes related to my financial planning practice.; 954 Ridgebrook Rd, Suite 200, Sparks, MD, 21152; Not Investment-Related; 01/01/2011; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Gateway; Board Member; 5900 Metro Drive, , Baltimore, MD, 21215; Not Investment-Related; 07/10/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Pearl Financial Partners, LLC; Owner; Business to handle the expenses and payroll of the practice- this really is just my practice that I take a salary from, not a separate or additional job.; 954 Ridgebrook Rd, Suite 200, Sparks, MD, 21152; Not Investment-Related; 01/01/2011; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-24