Jacob Easterly, financial advisor West Linn OR

Jacob Easterly

CRD Number: 5332043
Current Firm: Ameriprise Financial Services, LLC

Jacob Easterly (CRD# 5332043) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Linn, OR and has over 12 years of experience in the finance industry. Jacob Easterly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. West Linn, OR Feb 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
Contact Info for Jacob K. Easterly
Phone Number: 612-671-3131
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
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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