Jake Elm (CRD# 7199936) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 4 years of experience in the finance industry. Jake Elm 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# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dentist Advisors | South Jordan, UT | Nov 2019 - Current | 4 |
| Dentist Advisors | South Jordan, UT | Aug 2018 - Nov 2019 | 1 |
| Utah Valley University | Orem, UT | Aug 2015 - May 2019 | 3 |
| La Jolla Groves | Provo, UT | Jun 2016 - Oct 2018 | 2 |
| Boostability | Orem, UT | Sep 2015 - May 2016 | < 1 |
| Lds Missionary | Arcadia, CA | Aug 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TX
- UT
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Total Assets Under Management384MILLIONS
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Total Number of Accounts2,515ACCOUNTS
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Average Account Value$152,527
- A percentage of assets under your management
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