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Nakhaiya R Jacobs

Ameriprise Financial Services, LLC

Spring Grove, PA

York, PA

CRD 7485305

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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 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Spring Grove, PA • United States

3995 E Market St, York, PA 17402 • 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 York PA 01/2022 Present
The Pennsylvania State University York PA 08/2020 04/2024
Hanover Senior High School Hanover PA 08/2016 05/2020
  • 01/2022 → Present
    Ameriprise Financial Services, Llc
    York, PA
  • 08/2020 → 04/2024
    The Pennsylvania State University
    York, PA
  • 08/2016 → 05/2020
    Hanover Senior High School
    Hanover, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28
Other Names
  • Nakhaiya Jacobs
  • Nakhaiya Renae Jacobs

View on SEC IAPD

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