Cambridge Investment Research Advisors
41yrs
Top advisor by experience in North Haven
28yrs
Jonathan Root
Full name on record: Jonathan Robert Root
Financial advisor at Ameriprise Financial Services
Jonathan Root is a fiduciary financial advisor in North Haven, Connecticut, with 28 years in the industry. Jonathan joined Ameriprise Financial Services in 1999, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in North Haven, and one of 71 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office250 State St Unit E1, North Haven, CT 06473
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.
Series 66Uniform Combined State Law Examination
Career
- 1999 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Jonathan
Local office(203) 407-8188Ask for Jonathan. (612) 671-3131Main office · Minneapolis, MN 250 State St Unit E1North Haven, CT 06473Office · 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 Jonathan’s local office at (203) 407-8188 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Jonathan Root.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 28 years. Top 22% by experience nationwide.
What licenses does Jonathan hold?
Series 66. 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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