Rachael Jacques, financial advisor Stephenson MI

Rachael Jacques

CRD Number: 6485169
Current Firm: Ameriprise Financial Services, LLC

Rachael Jacques (CRD# 6485169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stephenson, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Stephenson, MI Mar 2020 - Current 4
Lake Shore Systems Incorporated Kingsford, MI Aug 2017 - Current 6
Ameriprise Financial Services, Inc. Fond Du Lac, WI Jan 2018 - Mar 2020 2
Fincantieri Marinette Marine Marinette, WI Aug 2015 - Aug 2017 2
Ameriprise Financial Services Inc. Fond Du Lac, WI May 2015 - Nov 2015 < 1
Marinette Marine Marinette, WI Aug 2014 - Aug 2015 1
Manpower Menominee, MI May 2014 - Aug 2014 < 1
Integrys Green Bay, WI Nov 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Rachael L. Jacques
Phone Number: 612-671-3131
Registered State(s):
  • MI
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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, WY

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