Jake
Ellis

Keating Financial Advisory Services

CRD#7257360
Investment Advisor
in Overland Park, KS

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About this Advisor

Jake Ellis is a financial advisor who works out of Overland Park, Kansas. Ellis is on the advisory team at Keating Financial Advisory Services. Over the course of their career, they have held roles at Arkansas Army National Guard, Longer Investments, Longer Financial, Prime Capital Investment Advisors, University Of Arkansas, Hoxie High School, Arkansas Army National Guard - Officer School and Keating Financial Advisory Services. Ellis holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Kansas. Keating Financial Advisory Services is a financial advisory firm based out of Manhattan, KS. It has offices in four locations and a total of 29 employees. It oversees $272 million in assets under management among its 154 accounts, making it one of the mid-sized firms in the country by assets under management. The firm has a broad set of services, such as financial planning services, pension consulting services, educational seminars and other services. Fees charged by financial advisors depend on which services are provided. Fees charged by Keating Financial Advisory Services can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10985 Cody Street Suite 220
Overland Park, KS 66210

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Keating Financial Advisory Services Brokerage Details

Total Assets Under Management

$271,620,765

KS Average: $2,243,162,756
Total Number of Employees

29

KS Average: 44
Total Number of Accounts

154

KS Average: 4,091
Average Account Size

$1,763,771

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Jake Ellis Work History

Jake has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Keating Financial Advisory Services

2013 - Present (11 years)

Arkansas Army National Guard

2020 - 2022 (2 years)

Prime Capital Investment Advisors

2019 - 2020 (1 year)

Arkansas Army National Guard - Officer School

2018 - 2019 (1 year)

Longer Financial

2017 - 2018 (1 year)

Longer Investments

2015 - 2019 (4 years)

University Of Arkansas

2011 - 2014 (3 years)

Hoxie High School

*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 Jake Ellis 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 Keating Financial Advisory Services

Bryson Meinhardt
Manhattan, KS
Emily Wolters
Manhattan, KS
Joshua Hill
Manhattan, KS
Krista Hubert
Manhattan, KS
Morgan Ziegler
Manhattan, KS
Jake Ellis
Overland Park, KS
Benjamin Johnson
Manhattan, KS
Christopher Klug
Manhattan, KS

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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