Jacob Mitchell Conn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 08/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2018 → 05/2022
  Indiana University - Bloomington
  Bloomington, IN
• 05/2021 → 08/2021
  Pva Wealth Advisors - Ameriprise Financial
  Indianapolis, IN
• 05/2019 → 08/2019
  Stephens And Soetenga Cpa's
  Fishers, IN
• 05/2019 → 08/2019
  Mcdonald's
  Noblesville, IN
• 06/2017 → 08/2018
  Mcdonald's
  Noblesville, IN
• 08/2014 → 05/2018
  Carmel High School
  Carmel, IN
• 11/2020 → 02/2021
  Self-Employed Instacart
  Carmel, IN
• 05/2021 → 08/2021
  Self-Employed Doordash
  Carmel, IN
• 04/2022 → 07/2022
  Self-Employed
  Carmel, IN
• 07/2022 → 08/2023
  Self-Employed Doordash
  King Of Prussia, PA
• 08/2023 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 08/2023 → Present
  Self-Employed Doordash
  Carmel, IN

Other Businesses

Outside Employment; DoorDash; Food delivery driving during my free time.; Contract Driver for DoorDash; 303 2nd Street Suite 800, , San Francisco, CA, 94107; Not Investment-Related; 08/25/2023; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-18

Other Names

• Jacob Mitchell Conn
• Jacob Conn