Jacob Randall Cohan Cummings

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Overland Park, KS
• 07/2014 → Present
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  Overland Park, KS
• 10/2017 → Present
  Iht Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2014-08-04 → 2017-12-31
  Nvision Wealth Group, Llc
  Overland Park, KS
  Overland Park, KS
• 2013-09-27 → 2014-10-17
  Independent Financial Partners
  Overland Park, KS
• 2007-03-20 → 2013-09-26
  Ameriprise Financial Services, Llc
  Leawood, KS

Other Businesses

(1) 08/04/2014: CUMMINGS CAPITAL MANAGEMENT, LLC - INV REL - 9200 INDIAN CREEK PKWY, STE 500; OVERLAND PARK KS 66210 - FOR ACCOUNTING PURPOSES ONLY - START 12/12/2013 - 2 HR/MO NONE DURING SECS TRDG HRS - LLC FOR TAX REPORTING (2) 12/15/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/12/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 12/15/2017 - IHT Wealth Management LLC - DBA: (Hybrid) nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/12/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/12/2017. I expect to spend approximately 160 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 1/4/2018 - nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2017 - 140 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-19

Other Names

• Jay Cohan Cummings