Jared Dalton Jacob

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-10
MN	RA	APPROVED	2021-03-11

TX RA
APPROVED_RES

Since 2025-03-10
MN RA
APPROVED

Since 2021-03-11

Branch Locations

753 Ameriprise Financial Ctr, Minneapolis, MN 55474-0007 • United States

Farmington, MN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services Inc	Minneapolis	MN	01/2020	03/2020
Lifetouch Photography	Rochester	MN	05/2015	11/2016
Wireless Lifestyle	Brooklyn Center	MN	11/2016	01/2020
Ameriprise Financial Services, Llc	Minneapolis	MN	03/2020	Present

01/2020 → 03/2020

Ameriprise Financial Services Inc

Minneapolis, MN
05/2015 → 11/2016

Lifetouch Photography

Rochester, MN
11/2016 → 01/2020

Wireless Lifestyle

Brooklyn Center, MN
03/2020 → Present

Ameriprise Financial Services, Llc

Minneapolis, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-01
S63	Uniform Securities Agent State Law Examination	2021-01-14

S65 Uniform Investment Adviser Law Examination

2021-03-01
S63 Uniform Securities Agent State Law Examination

2021-01-14

Other Names

Jared Dalton Jacob
Jared D Jacob

View on SEC IAPD