Jake Rehkop
SBC Investment Management · Saint George, Utah
Jake Rehkop is a fee-only financial advisor at SBC Investment Management in Saint George, Utah. SBC Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | SBC Investment Management |
|---|---|
| Based in | Saint George, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $75.7M across 58 accounts |
| SEC registration | Investment adviser representative in AZ, FL, IA, UT · CRD 7473794 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sbcinvestmentmanagement.com |
| Profile |
How Jake's firm compares
- SBC Investment Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Jake
Is Jake Rehkop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and SBC Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, SBC Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jake Rehkop based?
Jake Rehkop is based in Saint George, Utah.
Is Jake Rehkop registered with the SEC?
Yes. Jake Rehkop is registered as an investment adviser representative in AZ, FL, IA and UT (CRD 7473794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SBC Investment Management manage?
SBC Investment Management reports $75.7M across 58 accounts in assets under management.
How do I contact Jake Rehkop?
Through Jake's website, www.sbcinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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