Jacob Berlin

Ameriprise Financial Services, LLC

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Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-02-04
TX	RA	APPROVED	2025-01-07
NY	RA	APPROVED	2024-12-10

MD RA
APPROVED

Since 2026-02-04
TX RA
APPROVED

Since 2025-01-07
NY RA
APPROVED

Since 2024-12-10

Branch Locations

New York, NY • United States

777 Third Avenue 20Th Floor, New York, NY 10017-1401 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	New York	NY	08/2024	Present
The Ohio State University	Columbus	OH	08/2023	06/2024
Uncle Julios	Gaithersburg	MD	06/2023	08/2023
The Ohio State University	Columbus	OH	08/2022	06/2023
The Ohio State University	Columbus	OH	08/2021	06/2022
The Ohio State University	Columbus	OH	08/2020	06/2021
Winston Churchill Highschool	Potomac	MD	08/2016	06/2020

08/2024 → Present

Ameriprise Financial Services, Llc

New York, NY
08/2023 → 06/2024

The Ohio State University

Columbus, OH
06/2023 → 08/2023

Uncle Julios

Gaithersburg, MD
08/2022 → 06/2023

The Ohio State University

Columbus, OH
08/2021 → 06/2022

The Ohio State University

Columbus, OH
08/2020 → 06/2021

The Ohio State University

Columbus, OH
08/2016 → 06/2020

Winston Churchill Highschool

Potomac, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-04

S66 Uniform Combined State Law Examination

2024-09-04

Other Names

Jacob Evan Berlin
Jake Evan Berlin
Jake Berlin

View on SEC IAPD

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