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10808 S River Front Parkway Suite 3048, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| UT | RA | APPROVED | 2025-01-09 |
Branch Locations
10808 S River Front Parkway Suite 3048, South Jordan, UT 84095 • United States
Syracuse, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 03/2021 |
| Unemployed | North Salt Lake | UT | 04/2020 | 07/2020 |
| Fedex Office | Logan | UT | 09/2018 | 04/2020 |
| Lamb Landscaping | Ogden | UT | 05/2017 | 09/2018 |
| Sam's Club | Logan | UT | 01/2017 | 05/2017 |
| Lamb Landscaping | Ogden | UT | 10/2016 | 01/2017 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 10/2014 | 10/2016 |
| Colwyn Investments | South Jordan | UT | 05/2021 | 01/2025 |
| Aspen Ridge Wealth Management, Llc. | South Jordan | UT | 01/2025 | Present |
Jacob J Oyler is the sole owner of Oyler Capital, LLC. Oyler Capital, LLC owns 50% of Aspen Ridge Wealth Management, LLC, which is an investment advisory firm. Oyler Capital, LLC has no other business interests outside of investment advisory services. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-10 |
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