Jacob Holland (CRD# 6430453) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madisonville, KY and has over 9 years of experience in the finance industry.
CRD# 4579093
Arnett Financial Group
CRD# 6271681
Edward Jones
CRD# 2143254
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Madisonville, KY | Jun 2020 - Current | 3 |
| Ameriprise Financial Services Inc. | Madisonville, KY | Jun 2020 - Jun 2020 | < 1 |
| U.s. Bancorp Investments, Inc. | Hopkinsville, KY | Dec 2014 - Jun 2020 | 5 |
| Ameriprise Financial Services, LLC | Madisonville, KY | Mar 2020 - Mar 2020 | < 1 |
| U.s. Bank | Hopkinsville, KY | Jan 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- KY
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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