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Jonathan S
Series 63, Series 66
Concord, OH
Ameriprise
Jonathan Schneider is a financial advisor with Ameriprise in Concord, Ohio, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Ameriprise, he spent multiple years with The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach involves a centralized team providing written recommendation reports and ongoing annual advice, utilizing proprietary research, third-party data, and algorithmic tools.
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