Jacob Maxwell Kark

Current Employers

Employment History

• 07/2019 → 08/2021
  Tiaa
  Denver, CO
• 07/2019 → 08/2021
  Tiaa-Cref Individual And Institutional Services, Llc
  Denver, CO
• 09/2017 → 12/2017
  Touro Synagogue
  New Orleans, LA
• 01/2017 → 06/2017
  Unico
  St. Louis, MO
• 08/2015 → 06/2019
  Tulane University
  New Orleans, LA
• 06/2019 → 06/2019
  Unemployed
  Denver, CO
• 08/2021 → 01/2025
  True Wealth Advisory Group
  Walnut Creek, CA
• 08/2021 → 01/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 01/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2018 → 08/2018
  Zoom
  Denver, CA
• 01/2025 → 04/2026
  Unemployed
  Denver, CO
• 04/2026 → Present
  Summitry, Llc
  Foster City, CA

Previous Registrations

• 2023-06-29 → 2024-12-31
  Cetera Investment Advisers Llc
  Walnut Creek, CA
• 2021-11-05 → 2023-06-29
  Cetera Wealth Services, Llc
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  2019-08-30

Designations