Jacob K. Ramirez

ECHELON GROUP

BOISE, ID 83702

CRD#: 7998311

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Professional summary

Jacob Kyle Ramirez is a registered financial advisor currently at ECHELON GROUP located in Boise, Idaho.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kyle Ramirez'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

March 4, 2026 - Present

ECHELON GROUP

Office #1: 405 West Myrtle Street Suite 100, Boise, ID 83702

RIA

CRD#: 333195

BOISE, ID

Past

April 2, 2025 - March 9, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOISE, ID

Past

January 13, 2025 - March 9, 2026

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOISE, ID

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".

ECHELON GROUP

ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA

Registered Investment Advisory firm - (10/8/2024 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

Idaho
(3/4/2026)

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 65

Date: 4/2/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/13/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/4/2024

Securities Industry Essentials Examination

Current Firm

ECHELON GROUP

ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA

Registered Investment Advisory firm - (10/8/2024 Approved)

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Contact information

Main Address

405 West Myrtle Street #100, Boise, ID 83702

Mailing Address

Phone number

(208) 345-9944

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 102,105,746

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.

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Advisor Monitoring

Firm Stability Insights

Jacob K. Ramirez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Kyle Ramirez's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ECHELON GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2025

Series 63

Date: 2/3/2025

Series 6TO

Date: 1/13/2025

SIE

Date: 12/4/2024

Current Firm

ECHELON GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ECHELON GROUP

TRUST BUT VERIFY

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