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Jake James Taylor

Astra Wealth Management LLC

Escondido, CA

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Current Employers
Astra Wealth Management Llc

Escondido, CA • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-18
CA RA APPROVED 2025-04-15
  • ID RA
    APPROVED
    Since 2025-09-18
  • CA RA
    APPROVED
    Since 2025-04-15

Branch Locations

Escondido, CA • 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
Clearwater Analytics Boise ID 11/2017 08/2021
Aspen Capital Management Boise ID 08/2021 04/2025
Boise State University Boise ID 08/2015 05/2019
Boise State University Boise ID 08/2016 11/2017
Aramark Boise ID 08/2016 11/2017
Astra Wealth Management, Llc San Diego CA 09/2024 Present
  • 11/2017 → 08/2021
    Clearwater Analytics
    Boise, ID
  • 08/2021 → 04/2025
    Aspen Capital Management
    Boise, ID
  • 08/2015 → 05/2019
    Boise State University
    Boise, ID
  • 08/2016 → 11/2017
    Boise State University
    Boise, ID
  • 08/2016 → 11/2017
    Aramark
    Boise, ID
  • 09/2024 → Present
    Astra Wealth Management, Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13
Designations

View on SEC IAPD

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