Jake Stayer
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2022 to now
- Fidelity InvestmentsJun 2021 to May 2022
- Fidelity InvestmentsJun 2020 to Aug 2020
- Chi Omega SororityJan 2020 to Mar 2020
- Contemporary Management ConceptsMay 2019 to Dec 2019
- University of Florida Department of RecreationMay 2018 to May 2019
- University of FloridaAug 2017 to May 2021
- Bishop Kenny HighschoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7401439
- Firm CRD
- 6363