Licenses and Certifications
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Certified Investment Management Analyst® Designation
- Certified Private Wealth Advisor® Designation
- Chartered Retirement Planning CounselorTM Designation
- Certified Divorce Financial Analyst® Designation
- Retirement Management Advisor® Designation
- Certified Exit Planning Advisor Designation
Use of the CDFA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or mediation advice. The knowledge gained from attaining the designation helps the advisor better understand the divorce process in working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
Education
- Bachelor of General Studies, University of Missouri
ExperienceJake began his investment industry career in 1994 and joined Stifel in 2020, after spending 21 years at Merrill Lynch. He completed the Yale School of Management Investment Management Theory and Practice: A Certified Investment Management Analyst
® Designation Registered Education Program in 2020. Jake completed graduate-level coursework in Estate Planning from The American College of Financial Services in 2022. He focuses on multi-generational wealth planning and is proud to serve clients in 19 different states.
PersonalMr. Allen is a member of The Estate Planning Council of St. Louis. He is the former treasurer and board member of the St. Louis Chapter, Society of Financial Service Professionals. He has served as a panel member for the Investments and Wealth Institute, assisting in the design of examination content for the Certified Private Wealth Advisor (CPWA
®) examination, the Certified Investment Management Analyst
® (CIMA
®) examination, and the Retirement Management Analyst
® (RMA
®) examination. Outside of work, he enjoys golf and spending time with his wife and children.
Use of the CDFA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or mediation advice. The knowledge gained from attaining the designation helps the advisor better understand the divorce processing working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
Asset allocation does not ensure a profit or protect against loss.
