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Jacob Ryan Allen

Salus Financial Advisors

Colorado Springs, CO

Casper, WY

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Current Employers
Salus Financial Advisors

Colorado Springs, CO • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-02-02
  • WY RA
    APPROVED
    Since 2026-02-02

Branch Locations

Colorado Springs, CO • United States

Casper, WY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unilock Chicago Aurora IL 06/2016 01/2018
Charles Schwab & Co., Inc. Lone Tree CO 07/2018 12/2020
Corepath Wealth Partners Scottsdale AZ 12/2020 04/2024
Salus Financial Advisors, Llc Casper WY 05/2024 Present
Unemployed N/A XX 02/2018 06/2018
  • 06/2016 → 01/2018
    Unilock Chicago
    Aurora, IL
  • 07/2018 → 12/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2020 → 04/2024
    Corepath Wealth Partners
    Scottsdale, AZ
  • 05/2024 → Present
    Salus Financial Advisors, Llc
    Casper, WY
  • 02/2018 → 06/2018
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-31
S63 Uniform Securities Agent State Law Examination 2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2026-01-31
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
Other Names
  • Jake Allen

View on SEC IAPD

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