Jake Thomas Burke
Investment adviser representative at Iht Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$9.8BFirm assets
12 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 feeOther
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.
- Iht Wealth Management LLCDec 2024 to now
- LPL Financial LLCDec 2024 to now
- Edward JonesJul 2020 to Dec 2024
- Full Time StudentAug 2019 to May 2020
- University of Illinois - Energy FarmMay 2019 to Aug 2019
- Full Time StudentAug 2018 to May 2019
- Lincoln-way Area Water PoloJun 2018 to Aug 2018
- Full Time StudentAug 2017 to Jun 2018
- Lincoln-way Area Water PoloJun 2017 to Aug 2017
- Full Time StudentAug 2015 to Jun 2017
- Village of New LenoxJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 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
- 7268678
- Firm CRD
- 171481