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JM
CFP
JM
CFP

Jacob Mckelvey

Ameriprise Financial Services, LLC
18 Years of Experience
Duluth, GA
1 DisclosureBroker
View SEC Summary
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2180 Satellite Blvd, Ste 100, Duluth, GA, 30097

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2010
View Full SEC ReportHow to Read Disclosures
Other 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
February 2021 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2021 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - February 2021 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - February 2021 · 5 yrs 10 mos
PNC InvestmentsBroker
January 2013 - April 2015 · 2 yrs 3 mos
PNC Investments
January 2013 - April 2015 · 2 yrs 3 mos
Morgan Keegan & Company, INC.
October 2010 - July 2012 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
September 2010 - July 2012 · 1 yr 10 mos
Trustmont Advisory Group, INC.
August 2010 - September 2010 · 1 mo
Trustmont Financial Group, INC.Broker
August 2010 - September 2010 · 1 mo
Raymond James Financial Services Advisors, INC
September 2009 - August 2010 · 11 mos
Raymond James Financial Services, INC.Broker
September 2009 - August 2010 · 11 mos
Cic Advisers, LLC
June 2009 - September 2009 · 3 mos
Capital Investment Group, INC.Broker
June 2009 - September 2009 · 3 mos
Suntrust Investment Services, INC.
June 2008 - June 2009 · 1 yr
Suntrust Investment Services, INC.Broker
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. Incorporated
June 2007 - June 2008 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
State Registrations36 states
ALARAZCACOCTDEFLGAILINKSLAMAMDMEMIMNMOMSNCNENJNMNYOHOKORPAPRSCTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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