Jacob Christopher Nelson

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

Authority	Category	Status	Date
MN	RA	APPROVED	2022-11-29
TX	RA	APPROVED	2022-11-29

MN RA
APPROVED

Since 2022-11-29
TX RA
APPROVED

Since 2022-11-29

Branch Locations

753 Ameriprise Financial Ctr, Minneapolis, MN 55474-0007 • United States

Saint Paul, MN • 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	Minneapolis	MN	08/2022	Present
Cambridge Isanti High School	Cambridge	MN	07/2013	06/2018
Bethel University	Arden Hills	MN	07/2018	12/2021
Purple Hawk Country Club	Cambridge	MN	06/2017	08/2017
Trout Lake Camps	Pine River	MN	06/2018	08/2018
Purple Hawk Country Club	Cambridge	MN	06/2019	08/2019
Aurelius Mfg	Braham	MN	06/2020	08/2020
State Farm	Cambridge	MN	06/2021	08/2021
Aurelius Mfg	Braham	MN	01/2022	06/2022
Bethel University	Arden Hills	MN	01/2019	12/2021

08/2022 → Present

Ameriprise Financial Services, Llc

Minneapolis, MN
07/2013 → 06/2018

Cambridge Isanti High School

Cambridge, MN
07/2018 → 12/2021

Bethel University

Arden Hills, MN
06/2017 → 08/2017

Purple Hawk Country Club

Cambridge, MN
06/2018 → 08/2018

Trout Lake Camps

Pine River, MN
06/2019 → 08/2019

Purple Hawk Country Club

Cambridge, MN
06/2020 → 08/2020

Aurelius Mfg

Braham, MN
06/2021 → 08/2021

State Farm

Cambridge, MN
01/2022 → 06/2022

Aurelius Mfg

Braham, MN
01/2019 → 12/2021

Bethel University

Arden Hills, MN

Other Businesses

Board of Directors; Camp Nathaniel; Board Member; 3600 Lexington Ave N, Suite 203, , Shoreview, MN, 55126; Not Investment-Related; 05/14/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-17

S66 Uniform Combined State Law Examination

2022-11-17

View on SEC IAPD