JL
Jake Latourette
HORNOR, TOWNSEND & KENT
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 6415128
JL
Professional summary
Jake Latourette, who also goes by Lake Latourette, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Los Angeles, California.
Jake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jake has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lake Latourette
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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 1/11/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) AURELIUS LEGACY PARTNERS | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 200 | SECURITIES TRADING HOURS: 200 | START DATE: 03/22/2023 | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431, UNITED STATES | DESCRIPTION: INSURANCE SALES AND SERVICE OF MULTIPLE COMPANIES. 3)KARP FINANCIAL STRATEGIES | DBA NAME: AURELIUS LEGACY PARTNERS | POSITION: JOINT WORK PARTNER WITH APPROVED SPLIT CODE | NATURE: FINANCIAL PLANNING FOR KARP FINANCIAL STRATEGIES' CLIENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 4 | START DATE: 07/24/2025 | ADDRESS: 2600 N. MILITARY TRL, SUITE 420, BOCA RATON FL 33431 | DESCRIPTION: I WANT TO BE LISTED ON THEIR WEBSITE. I AM CONDUCTING FINANCIAL SERVICES UNDER MY APPROVED LICENSES. THIS IS MERELY SO I CAN BE SHOWN ON THEIR WEBSITE.
CRS (Client Relationship Summary) - RIA
Click below to view Jake Latourette's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jake Latourette'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®
NoneExperience
Current
March 27, 2023 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 1925 Century Park E Suite 1700, Los Angeles, CA 90067Office #2: 2600 North Military Trail Suite 420, Boca Raton, FL 33431Office #3: 30 Vesey St 9th Floor, New York, NY 10007RIA
BD
CRD#: 4031
Los Angeles, CA
Current
February 7, 2023 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 1925 Century Park E Suite 1700, Los Angeles, CA 90067Office #2: 2600 North Military Trail Suite 420, Boca Raton, FL 33431Office #3: 30 Vesey St 9th Floor, New York, NY 10007RIA
BD
CRD#: 4031
Los Angeles, CA
Past
October 5, 2020 - February 16, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LOS ANGELES, CA
Past
December 17, 2014 - February 16, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/7/2023)
IAR
California(3/27/2023)
RR
Colorado(2/7/2023)
RR
Connecticut(2/7/2023)
RR
Florida(2/7/2023)
IAR
Florida(10/15/2025)
RR
Georgia(2/7/2023)
RR
Illinois(2/7/2023)
RR
Maryland(4/23/2025)
RR
Massachusetts(2/7/2023)
RR
New Jersey(2/7/2023)
RR
New York(2/7/2023)
RR
North Carolina(2/7/2023)
RR
Oregon(2/7/2023)
RR
Pennsylvania(2/7/2023)
RR
South Carolina(2/14/2025)
RR
Tennessee(10/1/2025)
RR
Texas(2/7/2023)
RR
Virginia(1/8/2024)
RR
Washington(2/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
