Jake A. Rehkop

SBC INVESTMENT MANAGEMENT

Saint George, UT

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CRD#: 7473794

Professional summary

Jake Allen Rehkop, who also goes by Jake Rehkop, is a registered financial advisor currently at SBC INVESTMENT MANAGEMENT, LLC located in Saint George, Utah.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Rehkop

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 Allen Rehkop'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

August 22, 2024 - Present

SBC INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 308391

Saint George, UT

Past

March 1, 2022 - January 25, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAINT GEORGE, UT

Past

February 3, 2022 - January 25, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAINT GEORGE, 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

Arizona
(10/29/2024)

IAR

Florida
(9/3/2024)

IAR

Iowa
(8/23/2024)

IAR

Utah
(8/22/2024)

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: 2/28/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/27/2021

Securities Industry Essentials Examination

Current Firm

SBC INVESTMENT MANAGEMENT, LLC

CRD#: 308391 / SEC#:

Arizona

Registered Investment Advisory firm - (4/21/2020 Approved)

Florida

Registered Investment Advisory firm - (8/30/2022 Approved)

Iowa

Registered Investment Advisory firm - (3/31/2023 Approved)

Texas

Registered Investment Advisory firm - (4/4/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/9/2024 Approved)

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Contact information

Main Address

7272 East Indian School Road Suite 540, Scottsdale, AZ 85251

Mailing Address

Phone number

(602) 641-5996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 66,237,612

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 A. Rehkop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Allen Rehkop's CRS (Customer Relationship Summary).

Certified licenses

Experience

SBC INVESTMENT MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2022

Series 7TO

Date: 2/3/2022

SIE

Date: 12/27/2021

Current Firm

SBC INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SBC INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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