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Jacob Meyer

Advisor at Ameriprise — Sierra Vista, AZ W Fry Blvd

Updated today

Credentials

Series 66

Experience

1 year

Location

Sierra Vista, AZ 85635-1759

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jacob Meyer is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army from 2016 to 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm combines internal research and third-party data to produce tailored recommendation reports, with implementation carried out by clients or their advisors.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Sierra Vista, AZ W Fry Blvd

400 W Fry Blvd, Ste 7

Sierra Vista AZ 85635-1759

Advisors at this office

1

Most active in

Texas

Work history

1 year of industry experience

Ameriprise

2025 - Present • 1 year

Sierra Vista, AZ

United States Army

2021 - 2025 • 4 years

Sierra Vista, AZ

United States Army

2018 - 2021 • 3 years

Leavenworth, KS

United States Army

2016 - 2018 • 2 years

Baumholder

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Dallen H

CFP®, Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Dallen Haws is a CFP® with seven years of industry experience and serves as an advisor at Haws Financial Planning LLC since 2019. Prior to his current role, he held management responsibilities at Stronghold Steel, a rebar supply and fabrication company. He continues to be involved in managing operations at Stronghold Steel alongside his advisory work. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index funds and ETFs while integrating fundamental and technical analysis, and it coordinates tax and estate planning through affiliated professionals and third-party specialists.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
user avatar

Darren H

Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Darren Haws is a Series 65-licensed financial advisor with six years of industry experience, operating through Haws Financial Planning LLC in Sierra Vista, AZ. He has a background spanning 18 years at a government agency and holds ownership stakes in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on portfolio management and comprehensive planning across retirement, tax, estate, and other areas. The firm emphasizes passive investment management using index funds and ETFs while incorporating fundamental and technical analysis, managing approximately $105 million on a discretionary basis as of July 2026.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
user avatar

Alexander K

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at the Department of Defense for 14 years and has engaged in graduate studies since 2017. He also serves as a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, employing both proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Andrew K

Series 65, Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 65 and Series 66 licenses and has 20 years of industry experience. Prior to joining Benjamin F. Edwards in 2017, he worked at Wells Fargo Clearing for one year. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee advisory programs, financial planning, and investment management using both proprietary strategies and third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Francis D

Series 63, Series 65

Sierra Vista, AZ

First Command Advisory Services

Francis Desimone is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and two years of industry experience. He has served in the United States Army and currently works as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner and operator of Desimone Family Financial Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, with investment management conducted by a centralized team using preapproved model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Tait W

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Tait Wilcox is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for nineteen years and spent time at Cochise College. Wilcox serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management consulting, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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