Park Avenue Securities
47yrs
Top advisor by experience at Park Avenue Securities
29yrs
Jonathan Jackson
Full name on record: Jonathan Daniel Jackson
Financial advisor at Ameriprise Financial Services
Based in Needham, Massachusetts, Jonathan Jackson is a fiduciary financial advisor with 29 years of industry experience. Jonathan has been with Ameriprise Financial Services since 2016; before that, Jonathan spent three years at 1st Global Advisors and less than a year at LPL Financial. Jonathan holds the CFP® designation.
One of 266 advisors with offices in Needham, and one of 218 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in Needham
OfficeNeedham, MA
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 20151st Global Advisors Inc.Previously
- Jun 2012 – Nov 2012LPL Financial LLCPreviously
- 1997 – 2012Ameriprise Financial Services, LLCPreviously
Contact Jonathan
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jonathan. Needham, MAOffice · Get directions LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Jonathan Jackson. Jonathan works from the Needham, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1997, about 29 years. Top 18% by experience in Needham.
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.
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