Jacob Scott Larson

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

• 12/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Walpole, MA
• 08/2016 → 05/2018
  Jimmy Johns
  Conway, SC
• 05/2018 → 07/2018
  Unemployed
  N/A, MA
• 07/2018 → 12/2019
  Columbia Threadneedle Investments
  Providence, RI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Walpole, MA

Other Businesses

Outside Employment; North Peak Holdings LLC; provide operational support to 3 advisors within North Peak for a salary; Manage advisory business; 1333 Main St Unit H, , Walpole , MA, 02081; Investment-Related; 02/11/2026; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-13