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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-26
  • WA RA
    APPROVED
    Since 2026-01-26

Branch Locations

1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • 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
Morgan Stanley Vancouver WA 02/2019 10/2022
Jpmorgan Chase Bank, N.A. Vancouver WA 02/2016 02/2019
Morgan Stanley Private Bank, N.A. New York NY 02/2019 10/2022
J.P. Morgan Securities Llc Vancouver WA 10/2022 01/2026
Jpmorgan Chase Bank, N.A. Vancouver WA 10/2022 01/2026
Nu View Life Science Park City UT 01/2020 01/2026
Ameriprise Financial Services, Llc Vancouver WA 01/2026 Present
  • 02/2019 → 10/2022
    Vancouver, WA
  • 02/2016 → 02/2019
    Jpmorgan Chase Bank, N.A.
    Vancouver, WA
  • 02/2019 → 10/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2022 → 01/2026
    Vancouver, WA
  • 10/2022 → 01/2026
    Jpmorgan Chase Bank, N.A.
    Vancouver, WA
  • 01/2020 → 01/2026
    Nu View Life Science
    Park City, UT
  • 01/2026 → Present
    Vancouver, WA
Previous Registrations
  • 2022-10-28 → 2026-01-23
    Vancouver, WA
    Chehalis, WA
    Washougal, WA
    Vancouver, WA
  • 2019-05-07 → 2022-11-04
    Vancouver, WA
    Vancouver, WA
    Portland, OR
    Vancouver, WA
Other Businesses

Business Ownership; Pixel 21 LLC; Co-owner; Retail; 2138 wembley place , , lake oswego, OR, 97034; Not Investment-Related; 08/10/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-04
  • S66 Uniform Combined State Law Examination
    2019-05-04
Other Names
  • Jacob P Mcgreevey
  • Jacob Mcgreevey

View on SEC IAPD

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