Best Investors Account Sign in
Inactive

Jacob Kyle Ramirez

Echelon Group

Boise, ID

Claim This Profile
Current Employers
Echelon Group

251 E. Front Street Suite 202, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-03-04
  • ID RA
    APPROVED
    Since 2026-03-04

Branch Locations

251 E. Front Street Suite 202, Boise, ID 83702 • 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
Wells Fargo Clearing Services, Llc Boise ID 10/2024 03/2026
Wells Fargo Bank, Na Boise ID 12/2023 03/2026
Boise State University Boise ID 06/2022 12/2023
Self-Employed Boise ID 06/2015 06/2022
Treasure Valley Community College Ontario OR 08/2015 12/2018
Boise State University Boise ID 01/2019 12/2021
Echelon Group, Inc. Boise ID 03/2026 Present
  • 10/2024 → 03/2026
    Wells Fargo Clearing Services, Llc
    Boise, ID
  • 12/2023 → 03/2026
    Wells Fargo Bank, Na
    Boise, ID
  • 06/2022 → 12/2023
    Boise State University
    Boise, ID
  • 06/2015 → 06/2022
    Self-Employed
    Boise, ID
  • 08/2015 → 12/2018
    Treasure Valley Community College
    Ontario, OR
  • 01/2019 → 12/2021
    Boise State University
    Boise, ID
  • 03/2026 → Present
    Echelon Group, Inc.
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
S63 Uniform Securities Agent State Law Examination 2025-02-03
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02
  • S63 Uniform Securities Agent State Law Examination
    2025-02-03

View on SEC IAPD

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor