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Jacob M
CFP®, Series 63, Series 65
Dacula, GA
Ameriprise
Jacob Mckelvey is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a co-owner of a real estate business in Port Saint Joe, Florida. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized retirement plans supported by a centralized consulting team.
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