JACOB MATTHEW MCKELVEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 9 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2021-02-15 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-04-27 | 2021-02-22 | — |
| PNC WEALTH MANAGEMENT | 2013-01-14 | 2015-04-13 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2010-10-20 | 2012-07-23 | — |
| TRUSTMONT ADVISORY GROUP, INC. | 2010-08-23 | 2010-09-07 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-09-18 | 2010-08-13 | — |
| CIC ADVISERS, LLC | 2009-06-08 | 2009-09-17 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2008-06-06 | 2009-06-15 | — |
| MORGAN STANLEY & CO. LLC | 2007-06-11 | 2008-06-02 | — |