Jonathan Allen

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 10/2019
  Us Bank
  West Chester, OH
• 07/2017 → 10/2019
  U.S. Bancorp Investments, Inc.
  West Chester, OH
• 10/2019 → 06/2022
  Fidelity Brokerage Services, Llc.
  Covington, KY
• 06/2022 → Present
  Ameriprise Financial Services, Llc
  Cincinnati, OH

Previous Registrations

• 2020-02-11 → 2022-06-10
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

Outside Employment; BFM & Associates; Associate Financial Advisor - Advising clients on financial planning needs. Creating financial plans and offering investment strategy recommendations to reach their goals.; ; 6184 Muhlhauser Rd, , West Chester, OH, 45011; Investment-Related; 06/15/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2017-10-21

Other Names

• Jonathan Allen Kouf