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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-05-07
PA RA APPROVED 2003-11-20
  • TX RA
    APPROVED_RES
    Since 2013-05-07
  • PA RA
    APPROVED
    Since 2003-11-20

Branch Locations

1717 Lititz Pike, Lancaster, PA 17601-6509 • United States

19 Waln Street, Wellsboro, PA 16901-0977 • United States

173 Point Township Dr Ste 1A, Northumberland, PA 17857 • United States

800 W 4Th St Ste 107, Williamsport, PA 17701-7200 • United States

Lititz, PA • United States

1536 Cornwall Rd, Lebanon, PA 17042-7403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Boston MA 01/1986 03/2020
Ameriprise Financial Services, Llc Lancaster PA 03/2020 Present
Other Businesses

Business Ownership; Vista Del Surf, LLC; ; real estate ownership; 501 Trimmer DriveLewisberry, PA 17339, ,; Not Investment-Related; 08/26/2013; 0 hours per month; 0 during trading hours / 1717 Lititz Pike LLC; ; this will be an LLC that will be used to own and operate an office building; 30 D East Roseville RoadLancaster, PA 17601, ,; ; 07/01/2011; 1 to 9 hours per month; / LJS Group, LLC; LON K. JURY will lead the LJS Group LLC as CEO responsible for designing the strategyLON K. JURY will focus on the quality of implementation of all services.LON K. JURY is responsible for the integration of each team member?s area of specialty.; conduit entity established to handle expenses, rent, utilities, hiring staff, plan production and consulting; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours / Pennoptic CPAs and Strategic Partners, LLC; Co-owner; Tax Preparation; 1500 Lititz Pike, , Lancaster, PA, 17601; Not Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Financial Planning Association of Central Pennsylvania; Board Member - Advocacy Chair; 1131 Sandpiper Court, , Mechanicsburg, PA, 17050; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; LJS Group, LLC; Owner; ; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-17
S63 Uniform Securities Agent State Law Examination 1986-03-03
  • S65 Uniform Investment Adviser Law Examination
    2003-11-17
  • S63 Uniform Securities Agent State Law Examination
    1986-03-03
Designations
Other Names
  • Lon Jury

View on SEC IAPD

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