Jacom Davis Schallenkamp
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
10 years in the industry.
- The Bay Club CompanyMar 2026 to now
- UberFeb 2026 to now
- Soundview Financial GroupJan 2022 to now
- Ameriprise Financial Services, LLCAug 2020 to now
- Wendy'sMar 2019 to Apr 2019
- Utah Valley UniversityAug 2018 to May 2020
- Papa John's PizzaAug 2017 to Aug 2020
- DigicertAug 2017 to May 2018
- China HorizonsFeb 2017 to Jul 2017
- Knot & Pine Wedding ServicesAug 2016 to Dec 2019
- Low Va RatesMar 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7292329
- Firm CRD
- 6363