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About Me

Jake C. Allen

Jake strives for a commitment to excellence in all that he does. His goal is to provide investment planning strategies in which the potential for reward outweighs the potential for loss.  He reviews fundamental and macro data to understand how the market should be acting, then combines technical data and market sentiment to understand how the market is acting.  When you examine the market from multiple perspectives, it may contribute to your probability of success.  He believes that the more you know, the less you risk.
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Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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View our online brochure and learn more about Jake C. Allen and how he can help you pursue your goals. 


By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.