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Detailed Report
JEFFREY JON JACOBY
CRD#: 4706540
IA
Investment Adviser
B
Broker
AMERIPRISE FINANCIAL SERVICES, LLCCRD#: 6363 DOYLESTOWN PRIVATE WEALTH BUILDING
48 W OAKLAND AVE
DOYLESTOWN, PA 18901-4218
Registration History
200420062008201020122014201620182020202220242026IAAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2007 - Present (18 years)BAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2004 - Present (20 years)BIDS LIFE INSURANCE COMPANY (CRD# 6321)2004 - 2006 (1 year)
License(s)

State Registrations

B
Arizona 12/6/2019
B
New Hampshire 10/28/2021
B
California 8/6/2014
B
New Jersey 11/28/2007
B
Colorado 10/19/2020
B
New Mexico 5/6/2022
B
Connecticut 6/17/2022
B
New York 1/4/2007
B
Delaware 5/6/2022
IA
New York 10/19/2021
B
District of Columbia 4/4/2024
B
North Carolina 1/11/2016
B
Florida 4/17/2007
B
Ohio 1/30/2025
B
Georgia 4/28/2008
B
Pennsylvania 1/14/2005
B
Idaho 5/6/2022
IA
Pennsylvania 1/3/2007
B
Illinois 4/18/2023
B
South Carolina 3/25/2020
B
Maine 9/25/2023
B
Texas 5/6/2022
B
Maryland 12/14/2015
IA
Texas 5/10/2022
B
Massachusetts 5/6/2022
B
Vermont 7/6/2021
B
Michigan 8/10/2018
B
Virginia 1/19/2016
B
Minnesota 8/16/2023
B
Washington 7/11/2023

SRO Registrations

B
 FINRA

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
DOYLESTOWN PRIVATE WEALTH BUILDING 48 W OAKLAND AVE, DOYLESTOWN, PA 18901-4218
767 3rd Ave Fl 38th, New York, NY 10017
Registered with this firm since 1/3/2007
B
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
DOYLESTOWN PRIVATE WEALTH BUILDING 48 W OAKLAND AVE, DOYLESTOWN, PA 18901-4218
767 3rd Ave Fl 38th, New York, NY 10017
Registered with this firm since 12/2/2004
Previous Registration(s)
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B
 12/02/2004 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.