Jake Oyler I Financial Strategist I

Financial Advisor at Colwyn Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City Metropolitan Area

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Bio

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Credentials

  • Series 66 Securities Registration
    FINRA
    Apr, 2021
    - Oct, 2024
  • Series 63 Securities Registration
    FINRA
    Feb, 2021
    - Oct, 2024
  • Series 7TO Securities Registration
    FINRA
    Jan, 2021
    - Oct, 2024
  • Utah Life and Accident/Health License
    State of Utah
    May, 2021
    - Oct, 2024

Experience

  • Colwyn Investments
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor
      • May 2021 - Present

      Through Colwyn Investments and Oyler Capital, I create customized financial plans that are designed to meet your goals. As a fiduciary, my only focus is on my client's interests. As an independent advisor, we have no ties to any specific product. Using a proven proprietary Endowment Model, I work closely with you to create a plan that meets your needs. Through Colwyn Investments and Oyler Capital, I create customized financial plans that are designed to meet your goals. As a fiduciary, my only focus is on my client's interests. As an independent advisor, we have no ties to any specific product. Using a proven proprietary Endowment Model, I work closely with you to create a plan that meets your needs.

  • Premier Financial Alliance
    • United States
    • Financial Services
    • 700 & Above Employee
    • Life Insurance Agent/Living Benefits Consultant
      • Dec 2021 - Present

      I help clients create safety nets to eliminate financial pain points, prepare for unexpected events, and create non-taxable retirement savings. I help clients create safety nets to eliminate financial pain points, prepare for unexpected events, and create non-taxable retirement savings.

  • E*TRADE
    • United Kingdom
    • Wholesale
    • 1 - 100 Employee
    • Associate Financial Services Representative
      • Jul 2020 - Mar 2021
  • JJ Oyler Consulting
    • Consultant
      • Oct 2016 - Apr 2020

Education

  • Utah State University - Jon M. Huntsman School of Business
    Finance, Finance, General
    2017 - 2020

Community

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