Jacob Mckelvey
Jacob Mckelvey is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Duluth, GA, with 18 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
2180 Satellite Blvd, Ste 100, Duluth, GA, 30097
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business Activities
Jacob co-owns a real estate business since December 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cic Advisers, LLC
Capital Investment Group, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations35 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.