Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

27250 Via Industria Ste B, Temecula, CA 92590 • 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
Ameriprise Financial Services, Llc Temecula CA 12/2024 Present
Temecula Creek Inn Temecula CA 04/2024 11/2024
In-N-Out Burger Temecula CA 02/2024 03/2024
Luna Grill Temecula CA 06/2022 09/2022
University Of California, Riverside Riverside CA 09/2020 03/2024
In-N-Out Burger Temecula CA 10/2018 12/2019
Vista Murrieta High School Murrieta CA 08/2016 06/2020
  • 12/2024 → Present
    Temecula, CA
  • 04/2024 → 11/2024
    Temecula Creek Inn
    Temecula, CA
  • 02/2024 → 03/2024
    In-N-Out Burger
    Temecula, CA
  • 06/2022 → 09/2022
    Luna Grill
    Temecula, CA
  • 09/2020 → 03/2024
    University Of California, Riverside
    Riverside, CA
  • 10/2018 → 12/2019
    In-N-Out Burger
    Temecula, CA
  • 08/2016 → 06/2020
    Vista Murrieta High School
    Murrieta, CA
Other Businesses

Outside Employment; Majestic Oak Advisory Group, LLC; Operations support.; Operations support member; 27250 Via Industria, Suite B, , Temecula, CA, 92590; Investment-Related; 06/19/2026; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
Other Names
  • Jacob Lew
  • Jacob Gim Lew

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Temecula, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor