Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
3yrs
Jonathan Jiang
Financial advisor at Ameriprise Financial Services
Based in Irvine, California, Jonathan Jiang is a fiduciary financial advisor with 3 years of industry experience. Jonathan has been with Ameriprise Financial Services since 2025. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2 Venture Suite 160, Irvine, CA 92618
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Jonathan
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jonathan. 2 Venture Suite 160Irvine, CA 92618Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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 Jiang. Jonathan works from the Irvine, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jonathan hold?
Series 63, 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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