Jacob Erwin (CRD# 6902266) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Washington, MO and has over 3 years of experience in the finance industry.
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2770239
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services LLC | Washington, MO | Nov 2021 - Current | 2 |
Bank Of Franklin County | Washington, MO | Jun 2020 - Current | 3 |
Fsc Securities Corporation | St. Louis, MO | Feb 2020 - Aug 2020 | < 1 |
Unemployed | Washington, MO | Feb 2020 - Jun 2020 | < 1 |
Butler Associates Financial Planners | St. Louis, MO | Jan 2018 - Feb 2020 | 2 |
Sporlin Valve (through Temporary Agency: Manpower) | Washington, MO | Dec 2017 - Jan 2018 | < 1 |
Breakaway Cafe | St. Louis, MO | Aug 2017 - Nov 2017 | < 1 |
Hibbett Sporting Goods | Washington, MO | May 2017 - Aug 2017 | < 1 |
Breakaway Cafe | St. Louis, MO | Sep 2016 - May 2017 | < 1 |
Cenveo (through Temporary Agency: Manpower) | Eureka, MO | Jun 2016 - Aug 2016 | < 1 |
Great 8 Cinema | Union, MO | May 2012 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- MO
- 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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