Jonathan James Gilfry

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

• 06/2000 → 11/2017
  Wealth Partners
  Fremont, NE
• 06/2000 → 11/2017
  Sii Investments
  Fremont, NE
• 11/2017 → 03/2020
  Ameriprise Financial Advisors Inc.
  Fremont, NE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fremont, NE

Previous Registrations

• 2005-01-14 → 2017-11-17
  Sii Investments, Inc.
  Fremont, NE
  Fremont, NE
  Omaha, NE
  Schuyler, NE
  Howells, NE
  Albion, NE

Other Businesses

Real Estate Ownership; Commercial; 1350 N. Bell Street Fremont, NE 68025, ,; Not Investment-Related; 12/02/2013 / Multi-Family; 2310-2326 E 22nd Street Fremont, NE 68025, ,; Not Investment-Related; 08/01/2013 / Multi-Family; 2230-2240 E 22nd Street Fremont, NE 68025, ,; Not Investment-Related; 08/01/2013. Business Ownership; JDG Investments LLC; ; This is the business that owns the three rental properties that I own.; 425 W. 20th Street Fremont, NE 68025, ,; Not Investment-Related; 08/01/2013; 10 to 19 hours per month; 0 during trading hours / PAD of Fremont LLC; ; Co-owner of a Indoor sports Center mainly for Baseball/Softball; 1637 Moringside Road Fremont, NE 68025, ,; Not Investment-Related; 01/04/2016; 0 hours per month; 0 during trading hours / Jon Gilfry Co.; ; Financial Planning and Advice; 1350 N. Bell Street Fremont, NE 68025, ,; Investment-Related; 01/01/2007; 60 hours per month; 60 during trading hours / Onward Holdings I, LLC; Partial Owner, no direct day-to-day responsibilities.; An Ameriprise Financial Services practice with in Phil Wood's franchise; 11819 Miracle Hills Drive Suite 101, , Omaha, NE, 68154; Investment-Related; 12/07/2022; 1 to 9 hours per month; 1 to 9 during trading hours / JJG Investments LLC; Co-owner; Real Estate; 936 E 14th street, 940 E 14th street, Fremont, NE, 68025; Not Investment-Related; 08/24/2026; 0 hours per month; 0 during trading hours. Other Business Activities; Fremont Kiwanis; Memeber; N/A, ,; ; 10/01/2000; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-10

Other Names

• Jon Gilfry