Chris Jacobi: $150K Complaint Against Ameriprise Advisor

Pensacola, Florida financial advisor Chris Jacobi (CRD# 1648679) recently received an investor complaint alleged that his investment advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Ameriprise Financial Services.

Mr. Jacobi’s BrokerCheck report discloses one recent investor complaint. Filed in June 2024, it alleges that as a representative of Ameriprise Financial Services, he gave the customer “poor and speculative advice resulting in lost account value.” The pending complaint alleges damages of $150,848.86.

Ameriprise Financial Services’ website includes a profile of Mr. Jacobi in which he outlines his approach to working with his clients. “[S]ound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss,” he explains. “I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.”

According to the Financial Industry Regulatory Authority, Chris Jacobi holds 37 years of securities industry experience. Based in Pensacola, Florida, he has been registered as a broker and an investment advisor with Ameriprise Financial Services since 2009. His past registrations include Wachovia Securities (Destin, Florida; 2002-2009), NBC Securities (Pensacola, Florida; 2001-2002), Dean Witter Reynolds (Purchase, New York; 1994-2001), Prudential Securities (New York, New York; 1990-1994), Blinder Robinson & Company (1987-1990), and the Stuart-James Company (Denver, Colorado; 1990). His credentials include the passage of five securities industry qualifying exams: the General Securities Principal Examination, or Series 24; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Alabama, Florida, Georgia, Mississippi, and Texas. (Information current as of July 6, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.