Jacob Dunlap
Jacob Dunlap is a registered investment advisor at Ameriprise Financial Services, LLC, based in Goshen, NY, with 28 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
25 Main St, Ste 3-2, Goshen, NY, 10924-2144
Get directionsHistory
Regulatory History (1)
Regulatory
December 2015Other Business Activities
Jacob has business ownership activities, including one started in 2012 taking a few hours per week and another started in 2014 taking minimal time. He also has an investment-related activity started in 2021, but it takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.