Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacom? Claim Your ProfileJacom Davis Schallenkamp is a financial advisor with Ameriprise Financial Services, LLC. Jacom has been in the financial industry for over 3 years and has a Series 66, Series 7TO, and SIE license. Jacom is registered in Arizona, California, Colorado, Idaho, Kansas, Massachusetts, New Mexico, North Carolina, Oregon, Texas, Utah and Washington. Jacom is also a Registered Investment Advisor in Texas and Washington. Jacom has a broad range of experience in providing financial advice to individuals, businesses, and trusts. Jacom's clients have an average of $1 million to $10 million in assets under management.
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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WA
02/16/2021 - Present
Ameriprise Financial Services, LLC (Edmonds WA)
BOTH
Issued 01/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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