Jake
Ellis
Keating Financial Advisory Services
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About this Advisor
Jake Ellis is a financial advisor based in Overland Park, Kansas, working with Keating Financial Advisory Services. Jake has previously held positions at Arkansas Army National Guard, Longer Investments, Longer Financial, Prime Capital Investment Advisors, University Of Arkansas, Arkansas Army National Guard - Officer School, and Keating Financial Advisory Services. Jake has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Jake is part of Keating Financial Advisory Services, which operates out of Overland Park, Kansas. The firm has 4 offices and 30 employees. The firm manages assets totaling $295.8 million and offers services including financial planning services, educational seminars, and other services. The fee structure at Keating Financial Advisory Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keating Financial Advisory Services Brokerage Details
$295,774,182
30
148
$1,998,474
Investment Advisory Services
- Financial planning services
- Educational seminars/workshops
- Other
Jake Ellis Work History
Keating Financial Advisory Services
Arkansas Army National Guard
Prime Capital Investment Advisors
Arkansas Army National Guard - Officer School
Longer Financial
Longer Investments
University Of Arkansas
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
Manhattan, KS
Manhattan, KS
Manhattan, KS
Manhattan, KS
Overland Park, KS
Manhattan, KS
Manhattan, KS
Wichita, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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