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Jacob Kurgan

Ameriprise Financial Services, LLC

Columbus, OH

Westerville, OH

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-05-14
  • OH RA
    APPROVED
    Since 2019-05-14

Branch Locations

121 Outerbelt St, Columbus, OH 43213 • United States

Westerville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Federal Reserve Bank Of Cleveland Cleveland OH 01/2016 03/2018
Ameriprise Financial Services, Inc Columbus OH 07/2015 12/2016
Ameriprise Financial Services, Inc Columbus OH 03/2018 03/2020
Ameriprise Financial Services, Llc Columbus OH 03/2020 Present
  • 01/2016 → 03/2018
    Federal Reserve Bank Of Cleveland
    Cleveland, OH
  • 07/2015 → 12/2016
    Ameriprise Financial Services, Inc
    Columbus, OH
  • 03/2018 → 03/2020
    Ameriprise Financial Services, Inc
    Columbus, OH
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-30
  • S66 Uniform Combined State Law Examination
    2019-03-30
Other Names
  • Jacob Kurgan
  • Jacob J Kurgan

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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