Jacob McKelvey, financial advisor Duluth GA

Jacob McKelvey

CRD Number: 5288433
Current Firm: Ameriprise Financial Services, LLC

Jacob McKelvey (CRD# 5288433) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 16 years of experience in the finance industry. Jacob McKelvey 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.

Similar Advisors
Daniel Mesa, financial advisor Duluth GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Duluth GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Duluth GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Duluth, GA Feb 2021 - Current 3
Wells Fargo Clearing Services, LLC Atlanta, GA Nov 2016 - Feb 2021 4
Wells Fargo Advisors, LLC Atlanta, GA Apr 2015 - Nov 2016 1
Pnc Investments Pittsburgh, PA Jan 2013 - Apr 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jacob M. McKelvey
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.