Jacob Berrigan
Financial advisor at Rise Private Wealth Management · Bedford, NH
Last updated 2026-10-10
Claim your profileJacob Berrigan is a financial advisor at Rise Private Wealth Management in Bedford, NH, CRD 6555081. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2018-11-28.
Registration
- CRD number
- 6555081
- Registration status
- Active
- IAPD registration
- 2018-11-28
- Industry Experience
- 7 years
- Work Experience
- 11 years
- States registered
- NH, TX
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2015-08 to 2018-09 · Ameriprise Financial Services, Inc. · Bedford, NH
- 2018-10 to 2019-01 · Eaton Vance Management · Boston, MA
- 2018-09 to 2019-01 · Eaton Vance Distributors, Inc. · Boston, MA
- 2019-01 to 2022-01 · Eaton Vance Management · Boston, MA
- 2019-01 to 2022-01 · Eaton Vance Distributors, Inc. · Boston, MA
- 2022-03 to 2026-09 · Ameriprise Financial Services, LLC · Bedford, NH
- 2026-09 to Present · Rise Private Wealth Management · Bedford, NH
Current employment
- Rise Private Wealth Management · Bedford, NH
Rise Private Wealth Management
- Regulatory AUM
- $0
- Registered advisors
- 56
- Offices
- 17
- Clients per advisor
- 0.0 (Low)
Rise Private Wealth Management: advisors, services and reported ETF investments
About
Jacob Berrigan is a CFP® financial advisor at Rise Private Wealth Management in Bedford, NH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history. Reported roles include Ameriprise Financial Services, LLC, Eaton Vance Management, Eaton Vance Distributors, Inc., Ameriprise Financial Services, Inc., among others.
SEC disclosures list additional business and community activities: Real Estate Ownership; Multi-Family; 21 Washington St.
Rise Private Wealth Management's firm-level Form ADV reports 56 advisors across 17 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Rise Private Wealth Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
262 S. River Road, Bedford, NH 03110
56 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 603-457-7001
- Website: riseprivatewealthmanagement.com
Official record
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