Charles Jakober, financial advisor Aberdeen SD
93 score

Charles Jakober

CRD Number: 1336995
Current Firm: Ameriprise Financial Services, Inc.

Charles Jakober (CRD# 1336995) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Aberdeen, SD and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Sioux Falls, SD Jan 1985 - Current 31
Ids Life Insurance Company Minneapolis, MN Jan 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Contact Info for Charles E. Jakober
Phone Number: 612-671-3131
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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