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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Addison Hamus is a financial advisor with Ameriprise Financial Services, LLC. Jacob has been working in the financial services industry since August 2008. Jacob holds Series 7, 31 and 66 licenses, and a SIE certification. Jacob is also a Certified Financial Planner. Jacob is registered to provide investment advice in 30 states, including Texas and Wisconsin. Jacob has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, trusts and estates, insurance companies and pension and profit-sharing plans. Jacob provides a variety of advisory services including financial planning, asset allocation services, portfolio management for businesses and individuals, educational seminars, and publication of periodicals. Jacob is also a member of the Board of Directors at a number of non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
03/27/2020 - Present
Ameriprise Financial Services, LLC (Middleton WI)
WI
06/01/2009 - 04/02/2020
MORGAN STANLEY (MADISON WI)
WI
08/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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