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Jonathan Deangelis

Ameriprise Financial Services, LLC

Cranston, RI

CRD 7996361

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-02-02
  • RI RA
    APPROVED
    Since 2026-02-02

Branch Locations

1000 Chapel View Blvd Ste 250, Cranston, RI 02920-3067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Cranston RI 10/2024 Present
Csu Dining Fort Collins RI 01/2018 12/2020
Bonnett Shores Narragansett RI 05/2018 08/2020
Daves North Kingstown RI 01/2022 07/2023
Lk Goodwin Greenwich RI 07/2022 10/2022
Flippous East Greenwich RI 12/2016 07/2018
Colorado State University Fort Collins CO 01/2015 12/2021
Uber Providence RI 03/2023 Present
  • 10/2024 → Present
    Cranston, RI
  • 01/2018 → 12/2020
    Csu Dining
    Fort Collins, RI
  • 05/2018 → 08/2020
    Bonnett Shores
    Narragansett, RI
  • 01/2022 → 07/2023
    Daves
    North Kingstown, RI
  • 07/2022 → 10/2022
    Lk Goodwin
    Greenwich, RI
  • 12/2016 → 07/2018
    Flippous
    East Greenwich, RI
  • 01/2015 → 12/2021
    Colorado State University
    Fort Collins, CO
  • 03/2023 → Present
    Uber
    Providence, RI
Other Businesses

Outside Employment; uber; delivery driver; Uber eats delivery; 22 Middleberry Ln, , East Greenwich, RI, 02818-7301; Not Investment-Related; 09/29/2025; 10 to 19 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-10
S65 Uniform Investment Adviser Law Examination 2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    2026-02-10
  • S65 Uniform Investment Adviser Law Examination
    2026-01-28
Other Names
  • Jonathan Deangelis

View on SEC IAPD

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