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Jacob D
CFP®, Series 65
Little Rock, AR
Rivertree Wealth
Jacob Duke is a CFP® and Series 65 credentialed financial advisor at Rivertree Wealth with seven years of industry experience. He previously worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth serves individual and high-net-worth clients by providing discretionary investment management and standalone financial planning services. The firm’s investment approach centers on modern portfolio theory and passive management through diversified, risk-based allocations, with regular portfolio reviews and integration of held-away retirement accounts.
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