AeroLeads people directory · profile
Jacob Duke, Cfp® Email & Phone Number
Founder and Lead Advisor
at
Rivertree Wealth
2 work emails found
@appliedcapital.com
2 phones found area 318
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Lead Advisor
Location
Little Rock, Arkansas, United States
Company size
Who is Jacob Duke, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacob Duke, Cfp® is listed as Founder and Lead Advisor at Rivertree Wealth, a company with 2 employees, based in Little Rock, Arkansas, United States. AeroLeads shows a work email signal at appliedcapital.com, phone signal with area code 318, and a matched LinkedIn profile for Jacob Duke, Cfp®.
Jacob Duke, Cfp® previously worked as Founder & Lead Advisor at Rivertree Wealth and Financial Advisor at Applied Capital Llc. Jacob Duke, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from Louisiana Tech University.
Company email context
Email format at Rivertree Wealth
This section adds company-level context without repeating Jacob Duke, Cfp®'s masked contact details.
{first}@appliedcapital.com
89% confidence
AeroLeads found 2 current-domain work email signals for Jacob Duke, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jacob Duke, Cfp®
Jacob Duke, Cfp® is a Founder and Lead Advisor at Rivertree Wealth. He possess expertise in public speaking, microsoft office, customer service, microsoft excel, teamwork.
Listed skills include Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, and 1 others.
Current workplace
Jacob Duke, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Rivertree Wealth
5 roles
Jacob Duke, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Lead Advisor
Current
Apr 2024 - Present
Financial Advisor
Jul 2019 - Apr 2024
Investment Operations
Oct 2017 - Jun 2019
Reporting Analyst
Mar 2016 - Oct 2017
2 education records
Jacob Duke, Cfp® education
Master Of Business Administration (M.B.A.), Finance, General
Louisiana Tech University
Bachelor’S Degree, Finance
Louisiana Tech University
FAQ
Frequently asked questions about Jacob Duke, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacob Duke, Cfp® work for?
Jacob Duke, Cfp® works for Rivertree Wealth.
What is Jacob Duke, Cfp®'s role at Rivertree Wealth?
Jacob Duke, Cfp® is listed as Founder and Lead Advisor at Rivertree Wealth.
What is Jacob Duke, Cfp®'s email address?
AeroLeads has found 2 work email signals at @appliedcapital.com for Jacob Duke, Cfp® at Rivertree Wealth.
What is Jacob Duke, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 318 for Jacob Duke, Cfp® at Rivertree Wealth.
Where is Jacob Duke, Cfp® based?
Jacob Duke, Cfp® is based in Little Rock, Arkansas, United States while working with Rivertree Wealth.
What companies has Jacob Duke, Cfp® worked for?
Jacob Duke, Cfp® has worked for Rivertree Wealth, Applied Capital Llc, and Argent Financial Group, Inc..
How can I contact Jacob Duke, Cfp®?
You can use AeroLeads to view verified contact signals for Jacob Duke, Cfp® at Rivertree Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jacob Duke, Cfp® attend?
Jacob Duke, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from Louisiana Tech University.
What skills is Jacob Duke, Cfp® known for?
Jacob Duke, Cfp® is listed with skills including Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, and Teamwork.
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