Jacob Millsap
Investment adviser representative at Columbia Management Investment Advisers, LLC
12 yearsExperience
2 statesRegistered in
$502.4BFirm assets
40 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Columbia Management Investment Advisers, LLCSep 2024 to now
- Columbia Management Investment Distributors, Inc.Jun 2024 to now
- Fidelity InvestmentsMay 2022 to Jun 2024
- Bsm FinancialJul 2021 to Aug 2021
- Jvb FinancialMay 2021 to Jul 2021
- Merrimack CollegeAug 2020 to May 2022
- Delivery DudesMay 2020 to Aug 2020
- Delivery DudesMay 2019 to Aug 2019
- University of Colorado BoulderAug 2018 to Aug 2020
- Cold Stone CreamerySep 2017 to Aug 2018
- Monkey Joe'sFeb 2016 to Aug 2017
- Park Vista Community High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 7567902
- Firm CRD
- 108257