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Cole Dean Jacobs

Ameriprise Financial Services, LLC

Phoenix, AZ

Scottsdale, AZ

CRD 7911630

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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

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-26
  • AZ RA
    APPROVED
    Since 2025-11-26

Branch Locations

7010 E Chauncey Ln Ste 200, Phoenix, AZ 85054 • United States

Scottsdale, AZ • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Phoenix AZ 05/2024 Present
Box Professional Insurance Portland OR 01/2023 05/2024
Brigham Young University - Idaho Rexburg ID 01/2021 12/2023
Chapters Logistics Loveland CO 08/2021 01/2022
Culver's Johnstown CO 07/2020 01/2021
The Church Of Jesus Christ Of Latter-Day Saints Quito 03/2019 07/2020
Culver's Johnstown CO 06/2017 03/2019
Wal-Mart Timnath CO 08/2016 01/2017
Colorado Early Colleges - Fort Collins Fort Collins CO 08/2015 05/2018
  • 05/2024 → Present
    Ameriprise Financial Services, Llc
    Phoenix, AZ
  • 01/2023 → 05/2024
    Box Professional Insurance
    Portland, OR
  • 01/2021 → 12/2023
    Brigham Young University - Idaho
    Rexburg, ID
  • 08/2021 → 01/2022
    Chapters Logistics
    Loveland, CO
  • 07/2020 → 01/2021
    Culver's
    Johnstown, CO
  • 03/2019 → 07/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Quito
  • 06/2017 → 03/2019
    Culver's
    Johnstown, CO
  • 08/2016 → 01/2017
    Wal-Mart
    Timnath, CO
  • 08/2015 → 05/2018
    Colorado Early Colleges - Fort Collins
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27

View on SEC IAPD

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Nearby Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton

Nearby Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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