Jacob J. Oyler

ASPEN RIDGE WEALTH MANAGEMENT

SOUTH JORDAN, UT 84095

Some features on this profile are disabled

CRD#: 7324006

Professional summary

Jacob J Oyler, who also goes by Jake Oyler, is a registered financial advisor currently at ASPEN RIDGE WEALTH MANAGEMENT, LLC located in South Jordan, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Oyler

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.

In addition to being an investment adviser representative of Aspen Ridge Wealth Management, LLC, Jacob J. Oyler is licensed as an independent insurance agent in Utah, working through Compass Insurance Advisors. The address for Compass Insurance Advisors is 38 East Scenic Point DR, Draper, UT 84020. Start date of this relationship was September 19, 2024. This business is not investment-related. Insurance products and offerings from Jacob J. Oyler and or in association with Aspen Wealth Management, LLC are incidental or convenience offerings based on client request or need. Insurance does not represent a significant point of revenue or focus of the firm nor does it consume more than two hours a week in time and does not conflict with securities trading hours. As an investment adviser representative of Aspen Ridge Wealth Management, LLC, Jacob J. Oyler may make recommendations on insurance products based on client request or need and may also, as an independent insurance agent, sell those insurance products to advisory clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob J Oyler's 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

January 9, 2025 - Present

ASPEN RIDGE WEALTH MANAGEMENT, LLC

Office #1: 10808 S River Front Parkway Suite 3048, South Jordan, UT 84095

RIA

CRD#: 333177

SOUTH JORDAN, UT

Past

May 4, 2021 - January 8, 2025

COLWYN INVESTMENTS LC

RIA

CRD#: 171858

SOUTH JORDAN, UT

Past

January 28, 2021 - March 25, 2021

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

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

Utah
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/30/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/10/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/28/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/26/2020

Securities Industry Essentials Examination

Current Firm

ASPEN RIDGE WEALTH MANAGEMENT, LLC

ASPEN RIDGE WEALTH MANAGEMENT | ASPEN RIDGE WEALTH MANAGEMENT, LLC

CRD#: 333177 / SEC#:

Utah

Registered Investment Advisory firm - (1/9/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10808 S River Front Parkway Suite 3048, South Jordan, UT 84095

Mailing Address

Phone number

(801) 996-7600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	239
AUM (Assets Under Management)	$ 18,480,878

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jacob J. Oyler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob J Oyler's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN RIDGE WEALTH MANAGEMENT, LLC

COLWYN INVESTMENTS LC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2021

Series 63

Date: 2/10/2021

Series 7TO

Date: 1/28/2021

SIE

Date: 8/26/2020

Current Firm

ASPEN RIDGE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPEN RIDGE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors