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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

11 Greenway Plz Ste 3000, Houston, TX 77046 • United States

Missouri City, TX • 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
Axa Advisors, Llc New York NY 07/2019 06/2020
Ninyo & Moore Geotechnical Consultants Lab Houston TX 05/2019 07/2019
University Of Houston Victoria TX 06/2015 05/2019
Academy Sports & Outdoors Katy TX 05/2017 08/2017
Equitable Advisors, Llc New York NY 07/2019 06/2020
Ninyo & Moore Geotechnical Consultants Lab Houston TX 06/2020 03/2021
Fidelity Investments Houston TX 03/2021 04/2025
Fidelity Investments Boston MA 03/2025 04/2025
Ameriprise Financial Services, Llc Houston TX 04/2025 Present
  • 07/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2019 → 07/2019
    Ninyo & Moore Geotechnical Consultants Lab
    Houston, TX
  • 06/2015 → 05/2019
    University Of Houston
    Victoria, TX
  • 05/2017 → 08/2017
    Academy Sports & Outdoors
    Katy, TX
  • 07/2019 → 06/2020
    Equitable Advisors, Llc
    New York, NY
  • 06/2020 → 03/2021
    Ninyo & Moore Geotechnical Consultants Lab
    Houston, TX
  • 03/2021 → 04/2025
    Fidelity Investments
    Houston, TX
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 04/2025 → Present
    Houston, TX
Previous Registrations
  • 2025-03-31 → 2025-04-23
    Rosenberg, TX
    Boston, MA
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rosenberg, TX
Other Businesses

Outside Employment; Tiras Wealth Management LLC; Client Service Paraplanner; Manage advisory business; 11 Greenway, #3000, Houston, TX, 77046; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-29
S63 Uniform Securities Agent State Law Examination 2019-11-17
  • S66 Uniform Combined State Law Examination
    2022-07-29
  • S63 Uniform Securities Agent State Law Examination
    2019-11-17
Other Names
  • Jacob Aeron Atkinson
  • Jacob A Atkinson

View on SEC IAPD

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