Jacob Duke (CRD# 7141860) is an Investment Advisor Representative working at Applied Capital LLC in Little Rock, AR and has over 5 years of experience in the finance industry. Jacob Duke 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# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Applied Capital | Little Rock, AR | Jul 2019 - Current | 4 |
| Argent Financial Group | Ruston, LA | Nov 2017 - Jun 2019 | 1 |
| Argent Financial Group | Ruston, LA | Mar 2016 - Oct 2017 | 1 |
| Unemployed | Ruston, LA | Dec 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- AR
- TX
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts2,255ACCOUNTS
-
Average Account Value$127,097
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, CO, FL, IL, KY, LA, MO, MS, NC, OH, TN, TX
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