Jakob Roy Zylak
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Ameriprise Financial Services, Inc.May 2018 to now
- New Hampshire Job CorpsMay 2017 to May 2018
- Assumption College Residential LifeJan 2015 to May 2017
- Assumption CollegeSep 2013 to May 2017
- Granite State Soccer RefereeingApr 2011 to Nov 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6965800
- Firm CRD
- 6363