Jacob Kyle Ramirez
Investment adviser representative at Echelon Group
11 yearsExperience
1 stateRegistered in
$265.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Echelon Group, Inc.Mar 2026 to now
- Wells Fargo Clearing Services, LLCOct 2024 to Mar 2026
- Wells Fargo Bank, NADec 2023 to Mar 2026
- Boise State UniversityJun 2022 to Dec 2023
- Boise State UniversityJan 2019 to Dec 2021
- Treasure Valley Community CollegeAug 2015 to Dec 2018
- Self-employedJun 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Echelon Group
Legal name: Echelon Group, Inc.
$265.2MAssets managed
115Clients
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
- 7998311
- Firm CRD
- 333195