Jacob Michael Mcalpine

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2018
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 12/2018 → Present
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 12/2018 → Present
  Transamerica Retirement Solutions
  St. Paul, MN

Previous Registrations

• 2016-07-14 → 2018-12-10
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2016-02-04 → 2016-06-09
  Securian Financial Services, Inc.
  Bayport, MN
• 2016-02-04 → 2016-06-09
  Cri Securities, Llc
  Bayport, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-12-15

Other Names

• Jacob Michael Mcalpine
• Jacob Mcalpine