Jacob Millsap

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

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

Current Employers

Employment History

• 08/2014 → 06/2018
  Park Vista Community High School
  Lake Worth, FL
• 02/2016 → 08/2017
  Monkey Joe's
  Lake Worth, FL
• 09/2017 → 08/2018
  Cold Stone Creamery
  Lake Worth, FL
• 08/2018 → 08/2020
  University Of Colorado Boulder
  Boulder, CO
• 05/2019 → 08/2019
  Delivery Dudes
  Delray Beach, FL
• 05/2020 → 08/2020
  Delivery Dudes
  Delray Beach, FL
• 08/2020 → 05/2022
  Merrimack College
  North Andover, MA
• 05/2021 → 07/2021
  Jvb Financial
  Boca Raton, FL
• 07/2021 → 08/2021
  Bsm Financial
  Wellington, FL
• 05/2022 → 06/2024
  Fidelity Investments
  Merrimack, NH
• 06/2024 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 09/2024 → Present
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-30
• S63 Uniform Securities Agent State Law Examination
  2022-09-10

Other Names

• Jake Millsap
• Jacob Millsap
• Jacob Austin Millsap