About Me
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
- Certified Divorce Financial Analyst® Designation
- Chartered Retirement Planning CounselorTM Designation
- Retirement Management Advisor® Designation
- Certified Exit Planning Advisor Designation
- CERTIFIED FINANCIAL PLANNER® Certification
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
- Executive Education – Value Investing (Online): Making Intelligent Investment Decisions, Columbia Business School
- Executive Education – Wealth Advisor Forum, Chicago Booth School of Business
Experience
Jake began his investment industry career in 1995 and joined Stifel in 2020, after spending 21 years at Merrill Lynch. He completed coursework through the Yale School of Management on Investment Management Theory and Practice as a prerequisite for attaining the Certified Investment Management Analyst® designation from the Investments & Wealth Institute in 2020. Jake completed coursework in Advanced Estate Planned Giving through The American College of Financial Services in 2021. He focuses on multi-generational wealth planning and is proud to serve clients in 19 different states.
Personal
Mr. 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.