Jonathan Eric Alberts

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

• 06/2020 → 01/2026
  Edward Jones
  St Louis, MO
• 05/2016 → 08/2018
  Stingray Bay Aquatic Center
  Huntley, IL
• 06/2019 → 08/2019
  Edward Jones
  Algonquin, IL
• 08/2016 → 05/2019
  Full-Time Student - Central College
  Pella, IA
• 01/2018 → 03/2020
  Pella Aquatic Center
  Pella, IA
• 01/2020 → 03/2020
  Iron Horse Wealth Management
  Johnson, IA
• 01/2026 → Present
  Ameriprise Financial Services, Llc
  St. Charles, IL

Previous Registrations

• 2020-08-07 → 2026-01-12
  Edward Jones
  Algonquin, IL
  Lake In The Hills, IL
  Algonquin, IL
  Algonquin, IL
  Huntley, IL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-08-06

Other Names

• Jonathan E Alberts
• Jonathan Alberts
• Jon Eric Alberts
• Jon E Alberts
• Jon Alberts