Jake David Elm
Investment adviser representative at Dentist Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$504MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Dentist AdvisorsAug 2018 to now
- La Jolla GrovesJun 2016 to Oct 2018
- Utah Valley UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Dentist Advisors
Legal name: Aquire Wealth Advisors, LLC
$504MAssets managed
768Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7199936
- Firm CRD
- 149559