Jacob Ryan Allen
Investment adviser representative at Salus Financial Advisors
10 yearsExperience
1 stateRegistered in
$262.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Salus Financial Advisors, LLCMay 2024 to now
- Corepath Wealth PartnersDec 2020 to Apr 2024
- Charles Schwab & Co., Inc.Jul 2018 to Dec 2020
- UnemployedFeb 2018 to Jun 2018
- Unilock ChicagoJun 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WY).
Salus Financial Advisors
Legal name: Salus Financial Advisors, LLC
$262.6MAssets managed
365Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6989950
- Firm CRD
- 329882