Jake Tsukada
Investment adviser representative at Ameriprise Financial Services, LLC
16 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
16 years in the industry.
- Rotary Club of Pearl RidgeSep 2026 to now
- Ameriprise Financial Services, LLCJan 2025 to now
- University of HawaiiAug 2023 to Dec 2024
- University of PortlandAug 2019 to May 2023
- Punahou SchoolAug 2010 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 8031585
- Firm CRD
- 6363