Licenses and Certifications
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNER® Certification
- 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 and the CEPA designation does not imply that Stifel or its associates are acting as experts in these fields, nor do Stifel or its Financial Advisors provide legal, tax, or mediation advice. The knowledge gained from attaining these designations helps the advisor better understand the divorce process, in respect to the CDFA designation, and issues specific to business owners, in respect to the CEPA designation, 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 1995 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 coursework in estate planning and philanthropic planning through The American College of Financial Services in 2021 and 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
® examination, the Certified Investment Management Analyst
® examination, and the Retirement Management Analyst
® examination. Outside of work, he enjoys golf and spending time with his wife and children.
