Jonathan Todd West

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Kansas City, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chicago, IL

Previous Registrations

• 2009-10-05 → 2010-04-14
  Ameriprise Financial Services, Llc
  Kansas City, MO
  Minneapolis, MN
• 2008-05-06 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Kansas City, MO

Other Businesses

Board of Directors; Twelve Traditions, Inc (a/k/a Still Waters); Director; 28-144 Industrial Road, Ste 122, Barrington, IL, 60010; Not Investment-Related; 02/10/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-25

Other Names

• Jonathan Todd West
• Jonathan T West