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Jacob Scott Roberts

Ameriprise Financial Services, LLC

Huntington, WV

The Huntington Investment Company

Huntington, WV

CRD 7153575

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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
WV RA APPROVED 2026-07-13
  • WV RA
    APPROVED
    Since 2026-07-13

Branch Locations

5704 Us-60, Huntington, WV 25705 • United States

The Huntington Investment Company

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2023-06-09
  • WV RA
    APPROVED
    Since 2023-06-09

Branch Locations

Barboursville 4405 Route 60, Huntington, WV 25705 • 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
Huntington National Bank Huntington WV 07/2016 02/2020
The Huntington Investment Company Huntington WV 09/2019 02/2020
The Huntington National Bank Huntington WV 02/2020 01/2022
The Huntington Investment Company Columbus OH 02/2020 01/2022
The Huntington National Bank Charleston WV 01/2022 12/2023
The Huntington Investment Company Columbus OH 12/2023 Present
Ameriprise Financial Services, Llc Huntington WV 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2019-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
  • S63 Uniform Securities Agent State Law Examination
    2019-10-23
Other Names
  • Jake Scott Roberts
  • Jake Roberts

View on SEC IAPD

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