Jacob Z. Rushton

401KLUB ADVISORS

South Jordan, UT 84009

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CRD#: 5202815

Professional summary

Jacob Zeke Rushton, AIF®, who also goes by Jacob Z. Rushton, Jake Rushton, is a registered financial advisor currently at 401KLUB ADVISORS, LLC located in South Jordan, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jacob has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Z. Rushton | Jake Rushton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Zeke Capital LLC DBA: Zeke Digital. Consulting and Training - 80 hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Zeke Rushton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 24, 2023 - Present

401KLUB ADVISORS, LLC

Office #1: 3937 W Uniondale Court, South Jordan, UT 84009

RIA

CRD#: 325464

South Jordan, UT

Past

March 1, 2022 - May 18, 2023

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

South Jordan, UT

Past

January 30, 2020 - February 18, 2022

TRUENORTH WEALTH

RIA

CRD#: 142205

Murray, UT

Past

May 21, 2018 - January 29, 2020

GO INVEST LLC

RIA

CRD#: 291884

WEST JORDAN, UT

Past

January 30, 2018 - December 31, 2019

TRUENORTH WEALTH

RIA

CRD#: 142205

SALT LAKE CITY, UT

Past

October 27, 2015 - August 31, 2017

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Salt Lake City, UT

Past

October 19, 2015 - August 31, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

Salt Lake City, UT

Past

October 22, 2014 - October 5, 2015

ACHIEVE WEALTH ADVISORS

RIA

CRD#: 172942

SALT LAKE CITY, UT

Past

January 11, 2011 - July 1, 2014

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

SALT LAKE CITY, UT

Past

November 23, 2010 - July 2, 2014

OAK LANE ADVISORS

RIA

CRD#: 140612

SALT LAKE CITY, UT

Past

September 18, 2009 - November 4, 2010

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

March 3, 2009 - September 10, 2009

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

SALT LAKE CITY, UT

Past

March 28, 2007 - September 10, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

SALT LAKE CITY, UT

Past

September 15, 2006 - March 12, 2007

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 4/16/2009

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 12/19/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/7/2007

General Securities Principal Examination

Current Firm

401KLUB ADVISORS, LLC

401KLUB | ZEKE CAPITAL LLC | 401KLUB ADVISORS, LLC | 401KLUB ADVISORS

CRD#: 325464 / SEC#:

Utah

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

3937 W Uniondale Court, South Jordan, UT 84009

Mailing Address

Phone number

(801) 916-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 2,169,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob Z. Rushton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Zeke Rushton's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

TRUENORTH WEALTH

GO INVEST LLC

TRUENORTH WEALTH

ALLEGIS INVESTMENT SERVICES, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

ACHIEVE WEALTH ADVISORS

ARETE WEALTH MANAGEMENT, LLC

OAK LANE ADVISORS

GOLDMAN SACHS & CO. LLC

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2009

Series 63

Date: 9/22/2006

SIE

Date: 8/31/2017

Series 7

Date: 9/14/2006

Series 4

Date: 4/16/2009

Series 53

Date: 12/19/2008

Series 24

Date: 12/7/2007

Current Firm

401KLUB ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

401KLUB ADVISORS, LLC

TRUST BUT VERIFY

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