# JACOB MATTHEW MCKELVEY

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2021-02-15 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-04-27 | 2021-02-22 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-01-14 | 2015-04-13 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2010-10-20 | 2012-07-23 | — |
| [TRUSTMONT ADVISORY GROUP, INC.](https://search.stillhousedata.com/firm/106015) | 2010-08-23 | 2010-09-07 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-09-18 | 2010-08-13 | — |
| [CIC ADVISERS, LLC](https://search.stillhousedata.com/firm/130735) | 2009-06-08 | 2009-09-17 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2008-06-06 | 2009-06-15 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-06-11 | 2008-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5288433)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5288433.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.