Jacob Ira Milder

Employer firm

Oak Street Investments CRD 288019

$125M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 02/2017
  Transamerica Capital Inc
  Denver, CO
• 03/2017 → Present
  Oak Street Investment Advisors, Llc
  Greenwood Village, CO
• 02/2017 → 03/2017
  Unemployed
  Denver, CO

Previous Registrations

• 2012-04-10 → 2014-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO

Exams

• S66 Uniform Combined State Law Examination
  2012-04-05
• S63 Uniform Securities Agent State Law Examination
  2006-11-30

Designations

• Certified Financial Planner

Other Names

• Jacob I. Milder
• Jake Milder
• Jacob I Milder