JH
JH

Jacob Lee Hartke

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$961.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob is an investment advisor representative (IAR) running an RIA firm, Elevation Point d/b/a Triple H Financial Services, dedicating nearly full-time hours. He also works as an insurance agent, providing insurance advice and using IFC National Marketing to facilitate insurance products, dedicating minimal time to each of these insurance-related activities.

Employment History
Current Registrations
Lake Street
June 2025 - Present · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2025 - Present · 11 mos
Previous Registrations
Arete Wealth Management, LLCBroker
October 2024 - March 2025 · 5 mos
Elevation Point Wealth Partners, LLC
August 2024 - July 2025 · 11 mos
Sweet Financial Partners, LLC
November 2021 - July 2024 · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
July 2016 - November 2021 · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2016 - November 2021 · 5 yrs 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacob Lee Hartke - Financial Advisor | TrueAdvisor