Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Edward Ellis is a registered investment advisor representative. Jake Edward Ellis is currently registered with Keating Financial Advisory Services in Overland Park, Kansas. Jake Edward Ellis is also registered as an investment advisor representative in Kansas. Jake Edward Ellis has been in the industry for at least 3 years and has a Series 65 license and a Series 3 license. Jake Edward Ellis has prior work experience with Longer Investments, Longer Financial, Prime Capital Investment Advisors, University of Arkansas, Arkansas Army National Guard - Officer School and Keating Financial Advisory Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Investment recommendation/consulting services
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.
1
2
KS
03/07/2023 - Present
Keating Financial Advisory Services (Overland Park KS)
IA
Issued 08/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2020
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Jake Ellis is the right advisor for you? Invested Better is here to help.
