Jake Edward Ellis
Investment adviser representative at Integrated Wealth Concepts LLC
13 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- Integrated Wealth Concepts LLCFeb 2026 to now
- Arkansas Army National GuardJul 2013 to now
- Keating Financial Advisory ServicesMar 2023 to Jan 2026
- Prime Capital Investment AdvisorsMar 2020 to Oct 2022
- Arkansas Army National Guard - Officer SchoolAug 2019 to Mar 2020
- Longer FinancialApr 2018 to Aug 2019
- Longer InvestmentsOct 2017 to Apr 2018
- University of ArkansasAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 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
- 7257360
- Firm CRD
- 284656