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Jacob S Bickley

Ameriprise Financial Services, LLC

Duncansville, PA

Hollidaysburg, PA

CRD 8038721

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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
PA RA APPROVED 2025-05-19
  • PA RA
    APPROVED
    Since 2025-05-19

Branch Locations

Duncansville, PA • United States

601 Hawthorne Dr Suite 201, Hollidaysburg, PA 16648 • 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 Holidaysburg PA 02/2025 Present
Sound Physicians Tacoma WA 10/2023 01/2025
Phi Medicine Millersville MD 04/2019 10/2023
Notal Vision Manassas VA 09/2016 04/2019
Cundiff & Associates, Cpa, P.C. Winchester VA 07/2014 09/2016
  • 02/2025 → Present
    Ameriprise Financial Services Llc
    Holidaysburg, PA
  • 10/2023 → 01/2025
    Sound Physicians
    Tacoma, WA
  • 04/2019 → 10/2023
    Phi Medicine
    Millersville, MD
  • 09/2016 → 04/2019
    Notal Vision
    Manassas, VA
  • 07/2014 → 09/2016
    Cundiff & Associates, Cpa, P.C.
    Winchester, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19
Other Names
  • Jacob S Bickley
  • Jacob Bickley

View on SEC IAPD

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