Jake Elm has been an investment adviser representative at Aquire Wealth Advisors since November 2019, and is not listed among the firm’s executive officers or direct owners. Jake Elm holds a Degree in Personal Financial Planning from Utah Valley University.
Aquire Wealth Advisors, LLC is a Salt Lake City, UT firm with $504M under management, 768 clients and 9 advisers across 2 offices, as of its June 2026 filing.
Jake Elm is Senior Financial Advisor of Dentist Advisors. He helps dentists make financial decisions around budgeting, debt and student loans, saving, investing and long-term retirement planning. He holds a degree in Personal Financial Planning from Utah Valley University.
- Dentist AdvisorsCurrent– present · 6 yearsSalt Lake City, UT · Adviser representative · Firm CRD 149559
Professional designations
Listed by Aquire Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jake Elm is registered as an investment adviser representative in 2 states. The first approvals date from November 2019; the most recent is Texas, in April 2020.
- TexasSince 14 April 2020
- UtahSince 18 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jake David Elm
- CRD
- 7199936
- Firm
- Aquire Wealth Advisors · CRD 149559
- Office
- 6440 S WASATCH BLVD., SUITE 215, Salt Lake City, UT 84121
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dentistadvisors.com
Where does Jake Elm work?
Jake Elm is an investment adviser representative registered through Aquire Wealth Advisors, LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jake Elm a financial advisor?
Yes. Jake Elm has a current investment-adviser registration in Texas and Utah, through Aquire Wealth Advisors since November 2019.
How many years of experience does Jake Elm have?
Jake Elm has 6 years in the financial industry, since November 2019, across 1 adviser firm.
What exams has Jake Elm passed?
Jake Elm passed the Series 65 in October 2019.
Where is Jake Elm based?
Jake Elm’s registered office is in Salt Lake City, UT.
Is Jake Elm registered with FINRA?
No. Jake Elm has no current broker registration.
Is Jake Elm a CFP?
Aquire Wealth Advisors lists Jake Elm with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jake Elm’s record?
Search CRD 7199936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Elm’s full registration record.
