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Jake Thomas Burke

IHT Wealth Management LLC

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About Jake Thomas Burke

Jake Burke is a financial advisor with IHT Wealth Management LLC. Jake has been in the industry since 2020 and is registered with the state of Illinois. Jake is also registered with FINRA and has the Series 7TO, Series 66, and SIE licenses. Jake has previous experience with Edward Jones and Village of New Lenox. IHT Wealth Management LLC is an independent registered investment advisor firm that provides financial planning, portfolio management, and other advisory services to individuals and businesses.

Firm Information

Jake Burke is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Jake Burke’s Registration & Firm History

IL

12/11/2024 - Present

IHT Wealth Management LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 10/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jake Thomas Burke.
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