Jacob Paul Helvey

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-27
IA	RA	APPROVED	2013-01-02

TX RA
APPROVED_RES

Since 2022-09-27
IA RA
APPROVED

Since 2013-01-02

Branch Locations

1220 Ne Station Xing Ste 202, Grimes, IA 50111 • United States

Des Moines, IA • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Clive	IA	12/2009	03/2020
Ameriprise Financial Services, Llc	Grimes	IA	03/2020	Present

12/2009 → 03/2020

Ameriprise Financial Services, Inc.

Clive, IA
03/2020 → Present

Ameriprise Financial Services, Llc

Grimes, IA

Other Businesses

Board of Directors; Iron Rams, Inc.; Treasurer; 6655 NE 12th Ave.Pleasant Hill, IA 50327, ,; ; 07/10/2014; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-22

S66 Uniform Combined State Law Examination

2012-12-22

Other Names

Jake Paul Helvey

View on SEC IAPD

Current Employers

Ameriprise Financial Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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