Jonathan Pelletier

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

• 02/2024 → Present
  Ameriprise Financial Services, Llc
  Cranston, RI
• 06/2015 → 03/2020
  Holy Trinity Parish
  Woonsocket, RI
• 04/2020 → 02/2024
  Ameriprise Financial Services, Llc
  Cranston, RI
• 01/2014 → 06/2019
  North Smithfield School District
  North Smithfield, RI
• 09/2019 → 12/2022
  Johnson & Wales University
  Providence, RI

Other Businesses

Outside Employment; FP Solutions RI, LLC; AFA; Manage advisory business; 1150 New London Ave, Suite 100, Cranston, RI, 02920; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01

Other Names

• Jonathan Pelletier