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Jack Ekholm, portrait

Jack Ekholm

Investment adviser representative at Paladin Wealth in Arden Hills, MN

Investment adviser and broker registrationsUpdated

Jack Ekholm is an investment adviser representative at Paladin Wealth, LLC, an investment adviser managing $217M, and works from its Arden Hills, MN office. Jack Ekholm has been registered through Paladin Wealth since 29 January 2025, has 2 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

2
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jack Ekholm has been an investment adviser representative at Paladin Wealth since January 2025, and is not listed among the firm’s executive officers or direct owners. Jack Ekholm studied at Drake University.

Paladin Wealth, LLC is an Arden Hills, MN firm with $217M under management, 518 clients and 8 advisers across 2 offices, as of its September 2026 filing.

Jack Ekholm is Investment Adviser Representative of Paladin Financial. He helps clients design and work toward goals that support their financial vision, with planning in insurance, investments, tax, retirement and estate. He joined Paladin Financial in June 2024 after graduating from Drake University.

Jack Ekholm’s longest registration is the current one, 1 year at Paladin Capital since 2025.

  1. Paladin CapitalAlso current
    – present · 1 year
    Arden Hills, MN · Adviser representative · Firm CRD 288037
  2. – present · 1 year
    Arden Hills, MN · Adviser representative · Firm CRD 288387

Credentials and registrations

Professional designations

Listed by Paladin Wealth

  • CFP®

Investment adviser representative registrations

Jack Ekholm is registered as an investment adviser representative in Minnesota, since January 2025.

  • MinnesotaSince 29 January 2025

Examinations

Series 662 December 2024
Name
Uniform Combined State Law Examination
Series 7TO26 August 2024
Name
General Securities Representative Examination
SIE19 April 2024
Name
Securities Industry Essentials Examination

Key facts

Full name
Jack Robert Ekholm
CRD
7936920
Firm
Paladin Wealth · CRD 288387
Office
4105 LEXINGTON AVENUE NORTH,, SUITE 230, Arden Hills, MN 55126
Registration
Investment adviser and broker registrations
In the industry since
August 2024
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Jack Ekholm work?

Jack Ekholm is an investment adviser representative registered through Paladin Wealth, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jack Ekholm a financial advisor?

Yes. Jack Ekholm has a current investment-adviser registration in Minnesota, through Paladin Wealth since January 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jack Ekholm have?

Jack Ekholm has 2 years in the financial industry, since August 2024, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jack Ekholm passed?

Jack Ekholm has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Jack Ekholm based?

Jack Ekholm’s registered office is in Arden Hills, MN.

Source: IAPD individual record, checked 22 October 2026

Is Jack Ekholm registered with FINRA?

Yes. Jack Ekholm has a current broker registration, under CRD 7936920.

Source: FINRA BrokerCheck

Is Jack Ekholm a CFP?

Paladin Wealth lists Jack Ekholm with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Jack Ekholm, CFP® biography, paladinfinancial.com

How can I verify Jack Ekholm’s record?

Search CRD 7936920 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jack Ekholm’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Paladin Wealth

Sources

  1. IAPD individual record, CRD 7936920, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Paladin Wealth, LLC, filed 22 September 2026. Executive officers and direct owners; this person is not among them.
  3. Paladin Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.