Jake D. Skelhorn

SPARK WEALTH ADVISORS

Jacksonville, FL

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CRD#: 6848815

Professional summary

Jake Daniel Skelhorn, who also goes by Jake Skelhorn, is a registered financial advisor currently at SPARK WEALTH ADVISORS located in Jacksonville, Florida.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jake has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Skelhorn

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Daniel Skelhorn'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 22, 2024 - Present

SPARK WEALTH ADVISORS

RIA

CRD#: 322922

Jacksonville, FL

Past

October 13, 2017 - April 2, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

September 26, 2017 - April 2, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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

Florida
(3/22/2024)

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: 10/11/2017

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: 9/26/2017

General Securities Representative Examination

Current Firm

SPARK WEALTH ADVISORS

SPARK WEALTH ADVISORS | SPARK WEALTH ADVISORS, LLC

CRD#: 322922 / SEC#:

Florida

Registered Investment Advisory firm - (1/24/2023 Approved)

Texas

Registered Investment Advisory firm - (2/27/2024 Conditional Restricted)

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Contact information

Main Address

Jacksonville, FL

Mailing Address

Phone number

(904) 853-1068

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 4,559,072

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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Jake D. Skelhorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Daniel Skelhorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPARK WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2017

Current Firm

SPARK WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SPARK WEALTH ADVISORS

TRUST BUT VERIFY

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