Adam Marshall Jones
Advisor at Ameriprise — Reno, NV Kietzke Ln
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Reno, NV 89511
Ameriprise
Institution
Adam Jones is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in Reno, NV, and has previously worked at Wells Fargo Clearing, LPL Financial, CUNA Mutual Group, Nevada State Bank, Bank of America, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written recommendation report and ongoing annual retirement-income planning advice.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Reno, NV Kietzke Ln
5520 Kietzke Ln Ste 430
Reno NV 89511
Advisors at this office
10
Nevada
13 years of industry experience
Ameriprise
2026 - Present • 1 year
Reno, NV
Wells Fargo Clearing
2022 - 2026 • 4 years
Reno, NV
LPL Financial
2022 - 2022 • 1 year
Reno, NV
CUNA Mutual Group
2017 - 2022 • 5 years
Waverly, IA
CUNA Brokerage Services, Inc
2017 - 2022 • 5 years
Waverly, IA
LPL Financial, LLC
2016 - 2017 • 1 year
Reno, NV
Nevada State Bank
2016 - 2017 • 1 year
Reno, NV
BANK of AMERICA, N.A.
2015 - 2016 • 1 year
Sparks, NV
Merrill
2015 - 2016 • 1 year
Sparks, NV
Wells Fargo Clearing
2014 - 2015 • 1 year
NV
Wells Fargo Clearing
2013 - 2014 • 1 year
Reno, NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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