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Jonathan Ingalls, Associate Manager serving the Hartford, CT area - Ameriprise Advisors

Jonathan Ingalls

CFP®, APMA®, CRPC®

Associate Manager

Managing Director
Harbor Tides Capital
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 32 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies

Interests

    Born and raised in Connecticut, I reside in Essex with my wife, Kellyanne and daughter Caroline.
    I graduated from the University of Connecticut.
    At 5am most days you can find me running out the door to break a sweat. It may be swimming, cycling or running; it just depends on the structured plan I have in place. I truly enjoy triathlons, with Ironman distance as my focus.
    In the summer months, my family and I enjoy spending quality time in Martha's Vineyard.
    My family and friends are the most important thing in my life.
    My clients are my family.
    I take great pride in helping my clients reach for their dreams.

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • Ameriprise Client Experience Award, 2020 - 2021
  • Ultimate Digital Excellence Award, 2021
  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020, 2021
  • Ameriprise Chairman's Advisory Council, 2010

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7, 9, 10, and 66 License
  • Life Insurance; Accident; Health or Sickness; Variable License

Education

  • Bachelor of Science, The University of Connecticut School of Business, 2001-2005

Community participation

  • Race Director, Cedar Lake Triathlon Series
  • Former Race Director, Lake Terramuggus Triathlon Series
  • I am involved with the Brian Dagle Foundation, whose mission is to offer hope and healing for those grieving the loss of someone special or struggling with the challenges of life by providing support services in the Southeastern Connecticut Community.
  • Volunteer, Connecticut Food Share