Ameriprise Financial Services
26yrs
More experience than 73% of advisors nationwide
31yrs
Jonathan Abrams
Full name on record: Jonathan Benjamin Abrams
Financial advisor at Ameriprise Financial Services
Jonathan Abrams has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Rockville Center, New York. After three years at HSBC Securities (usa) and three years at Wells Fargo Advisors, Jonathan joined Ameriprise Financial Services in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
Office265 Sunrise Hwy Suite 40, Rockville Center, NY 11570
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowAmeriprise Financial Services, LLCCurrent firm
- 2010 – 2013HSBC Securities (usa) Inc.Previously
- 2007 – 2010Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2007Banc of America Investment Services, Inc.Previously
- 2002 – 2004Quick & Reilly, Inc.Previously
Contact Jonathan
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jonathan. 265 Sunrise Hwy Suite 40Rockville Center, NY 11570Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Jonathan Abrams. Jonathan works from the Rockville Center, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.