Jake Dunlap Email & Phone Number

Castle Rock, Co, Us

Denver, Colorado, United States

With 20+ years of experience in the financial advisor industry leading regional teams, I am able to help direct and guide our regional leadership as we expand to new locations across the country. This includes supporting client acquisition, recruiting, and practice acquisition activities. As part of our commitment to develop Level 5 leaders, I also share my experience and insights through our internal leadership and professional development programs. This allows me to grow a high performing team of professionals committed to a quality client experience and to building future generations of leaders.

Central Region - Based Out Of Dever, Co

I started my career with Ameriprise as a Financial Advisor in 1997. I quickly moved into the leadership side of the business becoming a district manager in 2000. I was promoted to a Field Vice President in New Brighton, MN in 2003 and ran that business for 3 years prior to moving to Edina, MN to assume the same role in a larger market. In February of 2009 I was given the opportunity to become the Complex Director for the Dallas/Ft. Worth. I was proud to leave the Dallas/Ft. Worth Complex as top ranked Complex within the Ameriprise system. I then transitioned to the Regional Vice President Role in the Central Region. Our region covers Illinois, Nebraska, Iowa, Kansas, Missouri, Colorado and Utah.My mission is to become the firm of choice in the Central Region for Wealth Management advisors to build their practices. Our branches will provide turnkey marketing programs for advisors to acquire high net worth clients and world class support staff. Experienced advisors in the industry will realize that Ameriprise is the firm of choice due to our advisor centered culture, marketing support and industry leading transition packages and payouts.

Roles include: recruiting, advisor development, operations, branch development, leader development and strategic leadership with the firm.Results: Moved the Complex results from a company ranking of 10 out of 16 complexes to the number 1 complex out of 16.Leader of the year as Complex Director.

Edina, Mn

Roles included: recruiting, advisor development and operations. Results: Moved the branch from a company ranking of 90 out of 110 branches to the number 1 branch out of 140 branches.Leader of the year in 2008 as a branch manager.

New Brighton, Mn

Roles included: recruiting, advisor development and operations. Results: Moved the branch results from a company ranking of 80 out of 140 branches to the number 4 branch out of 140 branches.Leader of the year as a District Manager in 2003.As and advisor in the Dallas Ft. Worth markets specializing Financial Advice and Planning for retail clients.Results: ranked 3rd out of all new advisors in the firm in production in 1998. Circle of Success Qualifier in 1998, 1999, 2000, 2001 and 2002 as an advisor.

Runner at the Chicago Merc Exchange