Jacob Davis Simms
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- Turner IndustriesJun 2021 to Apr 2023
- University of Louisiana At LafayetteJan 2021 to Dec 2022
- Turner IndustriesFeb 2020 to May 2021
- UnemployedJan 2020 to Jan 2020
- Turner IndustriesMay 2019 to Aug 2019
- Louisiana State UniversityAug 2017 to Dec 2019
- Turner IndustriesMay 2017 to Apr 2019
- Lowe'sFeb 2017 to Apr 2017
- UnemployedSep 2016 to Jan 2017
- University of Louisiana At LafayetteAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7721025
- Firm CRD
- 6363