JAKE EDWARD ELLIS is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2026-02-09 | present | Yes |
| KEATING FINANCIAL ADVISORY SERVICES | 2023-03-07 | 2026-01-31 | — |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2020-08-12 | 2022-10-03 | — |