Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lee Hartke is a registered investment advisor representative at Mount Yale Investment Advisors, LLC. Jacob has been in the financial services industry since 2016 and is currently registered with the state of Minnesota. Jacob earned his Series 7, Series 66, and SIE licenses. Jacob is also an Independent Insurance Agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
08/26/2024 - Present
Mount Yale Investment Advisors, LLC (DENVER CO)
MN
03/16/2016 - 11/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRMONT MN)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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