Jake Edward Ellis

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2013 → Present
  Arkansas Army National Guard
  Harrison, AR
• 10/2017 → 04/2018
  Longer Investments
  Fayetteville, AR
• 04/2018 → 08/2019
  Longer Financial
  Fayetteville, AR
• 03/2020 → 10/2022
  Prime Capital Investment Advisors
  Overland Park, KS
• 08/2015 → 05/2019
  University Of Arkansas
  Fayetteville, AR
• 08/2019 → 03/2020
  Arkansas Army National Guard - Officer School
  Harrison, AR
• 03/2023 → 01/2026
  Keating Financial Advisory Services
  Manhattan, KS
• 02/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-03-07 → 2026-01-31
  Keating Financial Advisory Services
  Wichita, KS
  Manhattan, KS
• 2020-08-12 → 2022-10-03
  Prime Capital Financial
  Overland Park, KS

Other Businesses

1) Arkansas Army National Guard, 7600 Ozark Road, Kansas City, MO, 64129; Army National Guard, Captain; 7/2013; 0 hr during business hours and training hours. <1 hours monthly. 2 - 02/02/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PISCES WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/02/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-12