Jake Thomas Burke

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

• 07/2020 → 12/2024
  Edward Jones
  St Louis, MO
• 06/2015 → 08/2017
  Village Of New Lenox
  New Lenox, IL
• 05/2019 → 08/2019
  University Of Illinois - Energy Farm
  Urbana, IL
• 06/2017 → 08/2017
  Lincoln-Way Area Water Polo
  Frankfurt, IL
• 06/2018 → 08/2018
  Lincoln-Way Area Water Polo
  Frankfurt, IL
• 08/2015 → 06/2017
  Full Time Student
  New Lenox, IL
• 08/2017 → 06/2018
  Full Time Student
  Champaign, IL
• 08/2018 → 05/2019
  Full Time Student
  Champaign, IL
• 08/2019 → 05/2020
  Full Time Student
  Champaign, IL
• 12/2024 → Present
  Lpl Financial Llc
  Woodridge, IL

Previous Registrations

• 2020-10-27 → 2024-12-03
  Edward Jones
  Lemont, IL
  St Louis, MO
  New Lenox, IL

Other Businesses

1) 11/29/2024 - CMD Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv. Related / Woodridge, IL 60517 / Start date 12/02/2024 - 160 Hrs per month - 100% Time Spent 2) 11/29/2024 - IHT Wealth Management / DBA for LPL Business (entity for LPL business) / Inv. Related / Woodridge, IL 60517 / Start date 12/02/2024 - 160 Hrs per month - 100% Time Spent 3) 12/13/2024 - IHT Wealth Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV 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.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-24