Jacob S Cooley

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-05-26
TN	RA	APPROVED	2023-02-22
TX	RA	APPROVED	2023-01-13
KY	RA	APPROVED	2022-11-21

IN RA
APPROVED

Since 2026-05-26
TN RA
APPROVED

Since 2023-02-22
TX RA
APPROVED

Since 2023-01-13
KY RA
APPROVED

Since 2022-11-21

Branch Locations

Bowling Green, KY • United States

150 E Professional Park Ct, Bowling Green, KY 42104-3328 • United States

3200 West End Ave Ste 543, Nashville, TN 37203-1330 • 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	Bowling Green	KY	07/2022	03/2023
Taylor Polson & Co, Psc	Bowling Green	KY	01/2022	07/2022
Larry C. Howlett, Cpa	Bowling Green	KY	07/2020	01/2022
Hh Capital, Llc Dba The Win Crew	Bowling Green	KY	08/2019	04/2022
D1 Sports Training	Bowling Green	KY	08/2018	05/2019
Fruit Of The Loom Brand Shop	Bowling Green	KY	10/2016	05/2018
Kroger	Bowling Green	KY	07/2016	10/2016
South Warren High School	Bowling Green	KY	05/2014	05/2018
Western Kentucky University	Bowling Green	KY	08/2018	05/2022
Unemployed	Bowling Green	KY	05/2019	08/2019
Ameriprise Financial Services, Llc	Bowling Green	KY	03/2023	Present

07/2022 → 03/2023

Ameriprise Financial Services, Llc

Bowling Green, KY
01/2022 → 07/2022

Taylor Polson & Co, Psc

Bowling Green, KY
07/2020 → 01/2022

Larry C. Howlett, Cpa

Bowling Green, KY
08/2019 → 04/2022

Hh Capital, Llc Dba The Win Crew

Bowling Green, KY
08/2018 → 05/2019

D1 Sports Training

Bowling Green, KY
10/2016 → 05/2018

Fruit Of The Loom Brand Shop

Bowling Green, KY
07/2016 → 10/2016

Kroger

Bowling Green, KY
05/2014 → 05/2018

South Warren High School

Bowling Green, KY
08/2018 → 05/2022

Western Kentucky University

Bowling Green, KY
05/2019 → 08/2019

Unemployed

Bowling Green, KY
03/2023 → Present

Ameriprise Financial Services, Llc

Bowling Green, KY

Other Businesses

Business Ownership; CGS Holdings, LLC; Co-owner; Real Estate; 150 East Professional Park Ct., , Bowling Green, KY, 42101; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / Trivium Wealth Advisors, LLC; Co-owner; Manage Ameriprise Business; 150 E Professional Ct., , Bowling Green, KY, 42104; Investment-Related; 11/01/2025; 60 hours per month; 60 during trading hours / JNA Holdings, LLC; Owner; Manage Ameriprise Business; 150 E Professional Park Ct., , Bowling Green, KY, 42104; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Trivium Wealth Advisors, LLC; Co-owner; Manage advisory business; 150 E Professional Ct., , Bowling Green, KY, 42104; Investment-Related; 11/01/2025; 60 hours per month; 60 during trading hours / JNA Holdings, LLC; Owner; Manage advisory business; 150 E Professional Park Ct, , Bowling Green, KY, 42104; Investment-Related; 11/01/2025; 40 to 59 hours per month; 10 to 19 during trading hours. Other Business Activities; Taylor, Polson & Co PSC; I have an option contract with a local CPA firm here in Bowling Green. I am providing a term of financing that has the option to buy equity into the firm once I obtain my CPA License. I am not sure the option will ever be exercised. I am not on the Board, nor do I have any decision-making authority. All I do is currently hold a note valued around $120k.; 1280 Fairway St, , Bowling Green, KY, 42103; Investment-Related; 05/01/2022; 0 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-19

S66 Uniform Combined State Law Examination

2022-11-19

Other Names

Jake Cooley
Jacob Cooley

View on SEC IAPD