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Jacob Aaron Isaacson

Jacob A. Isaacson

MINNEAPOLIS, MN 55437
Some features on this profile are disabled
CRD#: 5178478
Jacob Aaron Isaacson
Jacob Aaron Isaacson

Professional summary

Jacob Aaron Isaacson, CFP®, who also goes by Jacob Isaacson, was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jacob had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Retirement Planning
Investment Management
Estate & Legacy Planning
Financial Planning
Risk Management & Insurance
Business Services
Tax Planning

Aliases

Jacob Isaacson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Agent, 0-10 hours/month, 0 during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

September 17, 2026 - Present

Office #1: 8300 Norman Center Drive Suite 550, Minneapolis, MN 55437
MINNEAPOLIS, MN
Past

December 16, 2013 - September 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bloomington, MN
Past

October 6, 2006 - September 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Bloomington, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(9/17/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 11/3/2006
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 10/5/2006
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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