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Jacob Austin Millsap

Columbia Management Investment Advisers, LLC

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About Jacob Austin Millsap

Jacob Austin Millsap is an investment advisor representative registered in MA and NH. Jacob has been in the financial industry for over 2 years, with previous experience at Fidelity Brokerage Services LLC. Jacob is currently an investment advisor representative at Columbia Management Investment Advisers, LLC, where he is registered to provide investment advisory services.

Firm Information

Jacob Millsap is currently registered with Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is an investment advisor headquartered in Boston, MA. They manage approximately $1 billion to $10 billion in assets and provide a variety of advisory services, including asset liability management, credit analysis, and asset allocation. They serve a diverse client base, including individuals, corporations, institutions, and investment companies.
Columbia Management Investment Advisers, LLC

290 CONGRESS STREET

BOSTON, MA 02210

$427.06B

Assets Under Management

126

Total Clients

175

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset liability management, credit analysis & asset allocation svcs

Asset liability management, credit analysis & asset allocation svcs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Millsap’s Registration & Firm History

MA

09/04/2024 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

NH

07/29/2022 - 06/13/2024

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

IA

Issued 08/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Austin Millsap.
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