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Jake Daigle

49 Financial

Charlotte, NC

Austin, TX

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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-26
NC RA APPROVED 2025-10-30
  • SC RA
    APPROVED
    Since 2026-01-26
  • NC RA
    APPROVED
    Since 2025-10-30

Branch Locations

1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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
Communituy House Middle School/Ardrey Kell High School Charlotte NC 06/2015 09/2018
True Crafted Llc Charlotte NC 09/2018 04/2021
University Of North Carolina Wilmington Wilmington NC 05/2021 05/2022
Duckworths Restaurant Charlotte NC 05/2022 08/2022
University Of North Carolina Wilmington Wilmington NC 08/2022 09/2023
Green Lean & Clean Wilmington NC 09/2023 01/2024
University Of North Carolina Wilmington Wilmington NC 01/2024 05/2025
49 Financial Charlotte NC 06/2025 Present
  • 06/2015 → 09/2018
    Communituy House Middle School/Ardrey Kell High School
    Charlotte, NC
  • 09/2018 → 04/2021
    True Crafted Llc
    Charlotte, NC
  • 05/2021 → 05/2022
    University Of North Carolina Wilmington
    Wilmington, NC
  • 05/2022 → 08/2022
    Duckworths Restaurant
    Charlotte, NC
  • 08/2022 → 09/2023
    University Of North Carolina Wilmington
    Wilmington, NC
  • 09/2023 → 01/2024
    Green Lean & Clean
    Wilmington, NC
  • 01/2024 → 05/2025
    University Of North Carolina Wilmington
    Wilmington, NC
  • 06/2025 → Present
    Charlotte, NC
Other Businesses

Fixed insurance agent / Investment related / 40 hours per month / Same address as above.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30

View on SEC IAPD

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