Robert Jayson Hoskin

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:

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

Current Employers

Employment History

• 01/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Washington, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Washington, PA

Previous Registrations

• 2009-03-13 → 2013-01-23
  Rbc Capital Markets, Llc
  Sewickley, PA
• 2002-11-04 → 2009-03-13
  Ferris, Baker Watts, Llc
  Sewickley, PA
  Monroeville, PA

Other Businesses

Board of Directors; Pine Valley Bible Camp; president; Chapel Road, Elwood City, PA, ,; Not Investment-Related; 02/01/2013; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Poach, Koury & Associates. LLC; employee; Manage advisory business; 1150 Washington Road, , Washington, PA, 15301; Investment-Related; 10/20/2023; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-05
• S63 Uniform Securities Agent State Law Examination
  1980-07-30

Designations

• Certified Financial Planner

Other Names

• Bob Hoskin