Andrew JacobsonCRD Number: 6127089
Current Firm: Ameriprise Financial Services, Inc.
Andrew Jacobson (CRD# 6127089) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Rochester, MN and has over 3 years of experience in the finance industry.
Waddell & Reed
Cetera Advisor Networks LLC
Commonwealth Financial Network
|Ameriprise Financial Services Inc.||Rochester, MN||Aug 2013 - Current||3|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2013 - Aug 2013||< 1|
|Thrivent Investment Management Inc.||Kasson, MN||Nov 2012 - Aug 2013||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2013 - Mar 2013||< 1|
|Famous Dave's Restaurant||Rochester, MN||May 2007 - Dec 2012||5|
|Church Landscaping LLP||Kenyon, MN||May 2008 - Aug 2010||2|
|Abercrombie & Fitch||Rochester, MN||Apr 2007 - May 2007||< 1|
|Unemployed||Rochester, MN||Feb 2007 - Apr 2007||< 1|
|Midwest Wireless||Rochester, MN||Nov 2006 - Feb 2007||< 1|
|Unemployed||Rochester, MN||Aug 2006 - Nov 2006||< 1|
|Ye Olde Butcher Shoppe Catering||Rochester, MN||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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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