Jonathan Michael Ameen

Employer firm

Impact Capital Partners LLC CRD 329616

$626M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 07/2006 → 02/2024
  Ubs Financial Services
  Nashville, TN
• 02/2024 → 09/2025
  Impact Capital Partners Llc
  Nashville, TN
• 09/2025 → Present
  Impact Capital Partners Llc
  Nashville, TN

Previous Registrations

• 2022-05-16 → 2024-02-20
  Ubs Financial Services Inc.
  Weehawken, NJ
  Nashville, TN
  Weehawken, NJ
  Nashville, TN
  Nashville, TN
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06
• S63 Uniform Securities Agent State Law Examination
  2006-11-21

Other Names

• Jonathan Michael Ameen
• Jonathan M Michael Ameen