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Jake David Elm

Dentist Advisors

Salt Lake City, UT

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Current Employers
Dentist Advisors

6440 S Wasatch Blvd. Suite 215, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-14
UT RA APPROVED 2019-11-18
  • TX RA
    APPROVED
    Since 2020-04-14
  • UT RA
    APPROVED
    Since 2019-11-18

Branch Locations

6440 S Wasatch Blvd. Suite 215, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
La Jolla Groves Provo UT 06/2016 10/2018
Dentist Advisors South Jordan UT 08/2018 11/2019
Utah Valley University Orem UT 08/2015 05/2019
Dentist Advisors South Jordan UT 11/2019 Present
  • 06/2016 → 10/2018
    La Jolla Groves
    Provo, UT
  • 08/2018 → 11/2019
    Dentist Advisors
    South Jordan, UT
  • 08/2015 → 05/2019
    Utah Valley University
    Orem, UT
  • 11/2019 → Present
    Dentist Advisors
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2019-10-18
Designations
Other Names
  • Jake Elm

View on SEC IAPD

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ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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