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Jacob Lynn Barragato

Ameriprise Financial Services, LLC

Rochester, NY

Fairport, NY

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-22
  • NY RA
    APPROVED
    Since 2022-11-22

Branch Locations

2024 W Henrietta Road Ste 5K, Rochester, NY 14623 • United States

Fairport, NY • 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
Fairport Federal Credit Union Fairport NY 11/2015 07/2021
Cudlipp Financial Services, Inc. Pittsford NY 06/2020 07/2021
Ameriprise Financial Services, Llc Rochester NY 08/2021 Present
  • 11/2015 → 07/2021
    Fairport Federal Credit Union
    Fairport, NY
  • 06/2020 → 07/2021
    Cudlipp Financial Services, Inc.
    Pittsford, NY
  • 08/2021 → Present
    Ameriprise Financial Services, Llc
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21
Other Names
  • Jake Lynn Barragato
  • Jake Barragato
  • Jacob Barragato

View on SEC IAPD

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MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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