JL
Jake D. Layman
WEITZEL FINANCIAL SERVICES
Council Bluffs, IA 51503
Some features on this profile are disabled
CRD#: 8303032
JL
Jake Douglas LaymanWEITZEL FINANCIAL SERVICES
Professional summary
Jake Douglas Layman is a registered financial advisor currently at WEITZEL FINANCIAL SERVICES, INC. located in Council Bluffs, Iowa.
Jake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Jake has worked at 1 firm and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Aliases
None
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 name of the other business; JB Ventures whether the business is investment-related; No the address of the other business; 152 Oak Tree Lane North Sioux City SD 57049 the nature of the other business; Accounting/Bookkeeping your position; Finance & Operations Analyst title, or relationship with the other business; Employee the start date of your relationship; 09/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 2 and briefly describe your duties relating to the other business; Track AP and AR report for some clients. Help provide assistance and organization for management personal. Create different reports to show different data trends or to track data. the name of the other business; Ironwood Capital Management whether the business is investment-related; No the address of the other business; 152 Oak Tree Lane North Sioux City SD 57049 the nature of the other business; Holding Company your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 12/18/2025 (start date of the business) the approximate number of hours/month you devote to the other business; 1 hour the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; Run independent contractor expenses through this business
CRS (Client Relationship Summary) - RIA
Click below to view Jake Douglas Layman's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jake Douglas Layman'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
July 14, 2026 - Present
WEITZEL FINANCIAL SERVICES, INC.
Office #1: 500 Willow Ave Ste 508, Council Bluffs, IA 51503Office #2: 1200 Cedar Cross Rd, Dubuque, IA 52003RIA
BD
CRD#: 27346
Council Bluffs, IA
Current
June 29, 2026 - Present
WEITZEL FINANCIAL SERVICES, INC.
Office #1: 500 Willow Ave Ste 508, Council Bluffs, IA 51503Office #2: 1200 Cedar Cross Rd, Dubuque, IA 52003RIA
BD
CRD#: 27346
Council Bluffs, IA
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".
WF
WEITZEL FINANCIAL SERVICES, INC.
WEITZEL FINANCIAL SERVICES | WEITZEL FINANCIAL SERVICES, INC.
CRD#: 27346 / SEC#: 801-118164, 8-43093
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)Illinois
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Iowa
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Texas
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City 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
Iowa(7/14/2026)
IAR
Iowa(7/14/2026)
IAR
Nebraska(7/16/2026)
RR
Nebraska(7/17/2026)
IAR
South Dakota(7/15/2026)
RR
South Dakota(7/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/29/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WEITZEL FINANCIAL SERVICES, INC.
WEITZEL FINANCIAL SERVICES | WEITZEL FINANCIAL SERVICES, INC.
CRD#: 27346 / SEC#: 801-118164, 8-43093
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)Illinois
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Iowa
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Texas
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (3/4/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Loading...
Contact information
Main Address
2200 John F Kennedy Rd Suite 103, Dubuque, IA 52002
Mailing Address
2200 John F. Kennedy Rd. Suite 103, Dubuque, IA 52002-2840
Phone number
(563) 583-6020
Established
Iowa since 08/01/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4
SEC notice filing (5 States and Territories)
FINRA licenses (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,134 |
| AUM (Assets Under Management) | $ 327,771,408 |
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.
Company Information
WEITZEL FINANCIAL SERVICES, INC.
CRD#: 27346Council Bluffs, IA 51503TRUST BUT VERIFY
Monitor Jake Layman
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
