Best Investors Account Sign in

Jacob Jackson

Ameriprise Financial Services, LLC

Rockford, MI

The Huntington Investment Company

Rockford, MI

CRD 7382098

Claim This Profile
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

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-29
  • MI RA
    APPROVED
    Since 2026-06-29

Branch Locations

6835 Belding Rd Ne, Rockford, MI 49341-8686 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-09
  • MI RA
    APPROVED
    Since 2025-12-09

Branch Locations

Rockford Office 6835 Belding Road, Rockford, MI 49341 • 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
The Huntington National Bank Jenison MI 06/2020 10/2021
Stratus Security Management Grand Rapids MI 10/2019 05/2020
Miller Protection Services Grand Rapids MI 07/2013 09/2019
The Huntington Investment Company Columbus OH 09/2021 10/2021
Huntington National Bank Wyoming MI 10/2021 12/2021
The Huntington Investment Company Columbus OH 10/2021 12/2021
Huntington National Bank Wyoming MI 12/2021 04/2023
Huntington Investment Company Columbus OH 12/2021 04/2023
The Huntington Investment Company Columbus OH 04/2023 02/2026
Huntington National Bank Rockford MI 04/2023 02/2026
The Huntington Investment Company Rockford MI 02/2026 Present
Ameriprise Financial Services, Llc Rockford MI 06/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-08
S63 Uniform Securities Agent State Law Examination 2021-11-10
  • S66 Uniform Combined State Law Examination
    2025-12-08
  • S63 Uniform Securities Agent State Law Examination
    2021-11-10
Other Names
  • Jake Jackson

View on SEC IAPD

More in Rockford, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor