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Jacob Berrigan

Jacob Berrigan

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 6555081
Jacob Berrigan
Jacob Berrigan

Professional summary

Jacob Berrigan, who also goes by Jacob Riley Berrigan, was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Tax Planning
Investment Management
Estate & Legacy Planning

Aliases

Jacob Riley Berrigan

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.
Real Estate Ownership; Multi-Family; 21 Washington St, Unit 1, Concord, NH, 03303; Not Investment-Related; 02/01/2024. Board of Directors; New Hampshire Juvenile Court Diversion Network; Board Member; 100 N Main St, Suite 400, Concord, NH, 03301; Not Investment-Related; 07/16/2025; 1 to 9 hours per month; 1 to 9 during trading hours / The Pinnacle Foundation; Director; 835 Hanover St, Ste 301, Manchester, NH, 03104; Not Investment-Related; 11/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Lantern Light Camps; Board Member at Large; 292 Blakes Hill Rd, , Northwood, NH, 03261; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Legal entity to pay advisors & staff; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 01/01/2019; 60 hours per month; 60 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®
None

Experience

Current

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

April 29, 2022 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bow, NH
Past

April 27, 2022 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH
Past

November 28, 2018 - January 31, 2022

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

October 9, 2018 - January 31, 2022

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

August 11, 2017 - September 13, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH

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
New Hampshire
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 11/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 6/28/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 9/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 8/11/2017
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

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