Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kyle Easterly is a financial advisor with Ameriprise Financial Services, LLC. Jacob is a Certified Financial Planner™ professional. He has been a registered representative since December 4, 2007. Jacob has experience in the industry since January 19, 2008. Jacob is licensed in 26 states including Oregon, Washington, Arizona, California, and more. Jacob works with individual clients, families, businesses, pension plans, and charitable organizations. Jacob provides financial planning, investment advice, and asset allocation services. Jacob is also an independent insurance broker. Jacob's office is located in West Linn, Oregon. He also works out of the Ameriprise office in Oregon City, Oregon.
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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05/04/2020 - Present
Ameriprise Financial Services, LLC (West Linn OR)
OR
12/04/2007 - 01/09/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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