Jacob E. Dentler

ITHAX FINANCIAL LLC

New Cumberland, PA 17070

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CRD#: 6335936

Professional summary

Jacob Eli Beau Dentler, who also goes by Jacob Eli Dentler, Jacob Dentler, is a registered financial advisor currently at ITHAX FINANCIAL LLC located in New Cumberland, Pennsylvania.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Eli Dentler | Jacob Dentler

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)Name:Premier Caterers, Investment Rel: No; Addr:17 South 35th St Camp Hill PA 17011,Nature:restaurant/bar work, Position:waiter, Start:12/10/2015, No hr/mo:5 No hr/mo dur trading:0. (2) Dentler Holdings LLC; Investment Related: No; Lemoyne, PA; Owner and Landlord; Sole Proprietor. Residential Rental Properties, 5 hrs per month during non trading hours, 0 hrs during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Eli Beau Dentler'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®

None

Experience

Current

March 29, 2022 - Present

ITHAX FINANCIAL LLC

Office #1: 1104 Bridge Street, New Cumberland, PA 17070

RIA

CRD#: 317697

New Cumberland, PA

Past

May 8, 2018 - March 2, 2022

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Lemoyne, PA

Past

May 8, 2018 - March 2, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

May 18, 2017 - February 15, 2018

ECON WEALTH MANAGEMENT

RIA

CRD#: 226774

HARRISBURG, PA

Past

September 8, 2016 - April 28, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

MECHANICSBURG, PA

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

Ohio
(3/31/2022)

IAR

Pennsylvania
(3/29/2022)

IAR

Texas
(8/29/2022)

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: 2/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2016

General Securities Representative Examination

Current Firm

ITHAX FINANCIAL LLC

CRD#: 317697 / SEC#:

Ohio

Registered Investment Advisory firm - (1/12/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/25/2022 Approved)

Texas

Registered Investment Advisory firm - (8/29/2022 Conditional Restricted)

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Contact information

Main Address

20006 Detroit Road Suite 304, Rocky River, OH 44116

Mailing Address

Phone number

(440) 781-7903

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 21,100,000

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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Jacob E. Dentler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Eli Beau Dentler's CRS (Customer Relationship Summary).

Certified licenses

Experience

ITHAX FINANCIAL LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

ECON WEALTH MANAGEMENT

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2016

Current Firm

ITHAX FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ITHAX FINANCIAL LLC

TRUST BUT VERIFY

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