Jack Sklar
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Ameriprise Financial Services, LLCApr 2026 to now
- Edward JonesSep 2023 to Apr 2026
- World Financial GroupSep 2022 to Aug 2023
- StudentMar 2022 to Sep 2022
- QuantumvestJan 2022 to Mar 2022
- StudentAug 2021 to Jan 2022
- M Group & AssociatesMay 2021 to Aug 2021
- StudentAug 2019 to May 2021
- Cien AgavesMay 2018 to Aug 2019
- StudentOct 2017 to May 2018
- Jade PalaceFeb 2017 to Oct 2017
- StudentJan 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7800364
- Firm CRD
- 6363