Jake Skelhorn (CRD# 6848815) is an Investment Advisor Representative working at Spark Wealth Advisors in Jacksonville, FL and has over 6 years of experience in the finance industry. Jake Skelhorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spark Wealth Advisors LLC | Jacksonville, FL | Mar 2024 - Current | < 1 |
| Bank Of America, N.a. | Jacksonville, FL | Oct 2017 - Mar 2024 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Aug 2017 - Mar 2024 | 6 |
| Complyright, Inc. | Pompano Beach, FL | May 2017 - Aug 2017 | < 1 |
| Pf Chang's Restaurant | Fort Myers, FL | Oct 2014 - May 2017 | 2 |
| Florida Gulf Coast University | Fort Myers, FL | Aug 2012 - May 2017 | 4 |
| The Clambake Restaurant | Fort Myers, FL | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- FL
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Total Assets Under Management3MILLIONS
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Total Number of Accounts12ACCOUNTS
-
Average Account Value$229,017
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX
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