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JO

Jacob J. Oyler

ASPEN RIDGE WEALTH MANAGEMENT
SOUTH JORDAN, UT 84095
Some features on this profile are disabled
CRD#: 7324006
JO

Professional summary

Jacob Jeff Oyler, who also goes by Jacob J Oyler, 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

Jacob J Oyler | 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Jeff 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

BD
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
Texas
(3/20/2026)
IAR
Utah
(1/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/10/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/26/2020
Securities Industry Essentials Examination

Current Firm

AR
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)
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts254
AUM (Assets Under Management)$ 20,625,316

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

ASPEN RIDGE WEALTH MANAGEMENT, LLC

CRD#: 333177South Jordan, UT 84095

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