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JA

Jacob R. Allen

SALUS FINANCIAL ADVISORS
CASPER, WY
Some features on this profile are disabled
CRD#: 6989950
JA

Professional summary

Jacob Ryan Allen, who also goes by Jake Allen, is a registered financial advisor currently at SALUS FINANCIAL ADVISORS located in Casper, Wyoming.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Allen

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Ryan Allen's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 2, 2026 - Present

SALUS FINANCIAL ADVISORS

RIA
CRD#: 329882
CASPER, WY
Past

October 12, 2018 - December 22, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

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".
SF
SALUS FINANCIAL ADVISORS
SALUS FINANCIAL ADVISORS | SALUS FINANCIAL ADVISORS, LLC

CRD#: 329882 / SEC#: 801-129588

RIA
Registered Investment Advisory firm - (2/27/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Wyoming
(2/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/31/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2018
Securities Industry Essentials Examination

Current Firm

SF
SALUS FINANCIAL ADVISORS
SALUS FINANCIAL ADVISORS | SALUS FINANCIAL ADVISORS, LLC

CRD#: 329882 / SEC#: 801-129588

RIA
Registered Investment Advisory firm - (2/27/2024 Approved)
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Contact information

Main Address
Colorado Springs, CO
Mailing Address
4600 South Syracuse Street Suite 900, Denver, CO 80921
Phone number
(612) 747-9420
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SFA DISCLOSURE BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts1,063
AUM (Assets Under Management)$ 203,094,312

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

SALUS FINANCIAL ADVISORS

CRD#: 329882Casper, WY

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