Cincinnati, OH 4605 E Galbraith Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

4605 E Galbraith Rd Ste 190

Cincinnati OH 45236

Advisors at this office

3

Advisors at this office

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Andrew J

Series 66

Cincinnati, OH

Ameriprise

Andrew Jones is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he held roles at Centre College and Big Buls Roadhouse, and has worked as a licensed paraplanner outside of his advisory work. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jon P

Series 63

Cincinnati, OH

Ameriprise

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Elizabeth C

CFP®, Series 63

Cincinnati, OH

Ameriprise

Elizabeth Chatterton is a CFP® credentialed financial advisor with 10 years of industry experience. She is currently with Ameriprise in Cincinnati, OH, having joined the firm in 2026 after a decade with Northwestern Mutual in various capacities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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