Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McKelvey is a financial advisor with Ameriprise Financial Services, LLC. Jacob has been in the financial services industry since 2007 and has experience working with individuals, families, businesses, and retirement plans. Jacob holds the Series 7, 63, 65, and 26 licenses and is also a Certified Financial Planner. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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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GA
04/29/2021 - Present
Ameriprise Financial Services, LLC (DULUTH GA)
GA
04/10/2015 - 02/22/2021
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
01/14/2013 - 04/13/2015
PNC INVESTMENTS (LAWRENCEVILLE GA)
FL
09/08/2010 - 07/23/2012
MORGAN KEEGAN & COMPANY, INC. (MIRAMAR BEACH FL)
SC
08/16/2010 - 09/07/2010
TRUSTMONT FINANCIAL GROUP, INC. (GREENVILLE SC)
SC
09/15/2009 - 08/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
06/02/2009 - 09/17/2009
CAPITAL INVESTMENT GROUP, INC. (GREENVILLE SC)
SC
06/06/2008 - 06/15/2009
SUNTRUST INVESTMENT SERVICES, INC. (CLEMSON SC)
FL
04/10/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (DESTIN FL)
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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