Jacob S Cooley
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
4 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
12 years in the industry.
- Ameriprise Financial Services, LLCJul 2022 to now
- Taylor Polson & Co, PscJan 2022 to Jul 2022
- Larry C. Howlett, CpaJul 2020 to Jan 2022
- Hh Capital, LLC dba the Win CrewAug 2019 to Apr 2022
- UnemployedMay 2019 to Aug 2019
- Western Kentucky UniversityAug 2018 to May 2022
- D1 Sports TrainingAug 2018 to May 2019
- Fruit of the Loom Brand ShopOct 2016 to May 2018
- South Warren High SchoolMay 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, TN, 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
- 7605026
- Firm CRD
- 6363