Jacob Richard Taylor

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-25
WI	RA	APPROVED	2023-05-31

TX RA
APPROVED

Since 2024-06-25
WI RA
APPROVED

Since 2023-05-31

Branch Locations

13890 Bishops Dr Ste 200, Brookfield, WI 53005 • United States

Brookfield, WI • 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, Llc	Brookfield	WI	06/2022	Present
City Of Waukesha	Waukesha	WI	11/2013	06/2022

06/2022 → Present

Ameriprise Financial Services, Llc

Brookfield, WI
11/2013 → 06/2022

City Of Waukesha

Waukesha, WI

Other Businesses

Business Ownership; Midwest Agave Spirits, Inc; Co-owner; Alcohol/Spirit Brand-Specifically Tequila; Unknown, , Guadalajara, Jalisco, , MEX; Not Investment-Related; 03/02/2024; 20 to 39 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-27

S66 Uniform Combined State Law Examination

2023-05-27

View on SEC IAPD

Current Employers

Ameriprise Financial Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews