Jake Scott (CRD# 7452279) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Emporia, KS and has over 2 years of experience in the finance industry.
CRD# 3036979
Lpl Financial LLC
CRD# 2115503
Cetera Investment Advisers LLC
CRD# 2132471
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Emporia, KS | Sep 2021 - Current | 2 |
| Emporia State Federal Credit Union | Emporia, KS | Oct 2019 - Sep 2021 | 1 |
| Caliber Home Loans | Overland Park, KS | Jun 2018 - Oct 2019 | 1 |
| Emporia State Federal Credit Union | Emporia, KS | May 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- KS
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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