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JH
CFP
JH
CFP

Jacob Hamus

Ameriprise Financial Services, LLC
18 Years of Experience
Middleton, WI
Broker
View SEC Summary
View SEC Summary

Jacob Hamus is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Middleton, WI, 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

8215 Greenway Blvd Ste 200, Middleton, WI, 53562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is a board member for Hamus at three different locations since 2020 and 2023, and a community engagement committee member. These activities each take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Morgan Stanley
March 2010 - April 2020 · 10 yrs 1 mo
Morgan StanleyBroker
June 2009 - April 2020 · 10 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
State Registrations23 states
AZCACOFLGAIAILINMAMDMEMNNHNJNYORSCTNTXUTVAWAWI
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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