Jacob
Cummings

Iht Wealth Management LLC

CRD#5262946
Investment Advisor
in Chicago, IL

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About this Advisor

Jacob Cummings is a financial advisor who works out of Chicago, Illinois, who has 6 years of relevant experience. Cummings is currently employed by Iht Wealth Management LLC. During their career, Cummings has held roles at Ameriprise Financial Services, Lpl Financial LLC, Independent Financial Partners, Nvision Wealth Group, LLC (Formerly: Shadowstone Partners) and Iht Wealth Management, LLC. Cummings maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. Iht Wealth Management LLC is an advisory firm operating out of Chicago, IL. The company has offices in 67 locations and a total of 219 financial advisors. It manages $4 billion in assets between its 18,644 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 51 charitable organizations. Of its 18,644 accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Iht Wealth Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice vary depending on which service is offered. However, fee types billed by Iht Wealth Management LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

123 N. Wacker Dr. Suite 2300
Chicago, IL 60606

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

IL Average: $6,674,516,078
Total Number of Employees

219

IL Average: 44
Total Number of Accounts

18,644

IL Average: 2,564
Average Account Size

$234,583

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacob Cummings Work History

Jacob has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Iht Wealth Management, LLC

2014 - Present (10 years)

Nvision Wealth Group, LLC (Formerly: Shadowstone Partners)

2013 - Present (11 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Independent Financial Partners

2006 - 2013 (7 years)

Ameriprise Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Cummings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iht Wealth Management LLC

Karim Poonawala
Orlando, FL
Daniel Baker
New York, NY
Joseph Davis
New York, NY
Felipe Medina
Phoenix, AZ
Emil Mokhtarian
Chicago, IL
Yussef Gheriani
Chicago, IL
Lauren Housel
Chicago, IL
Kathleen Hosty
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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