Jake
Mellor
Owlfi
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About this Advisor
Jake Mellor is a certified financial planner based in Lenexa, Kansas with 1 year of industry experience. Mellor works at Owlfi. Over the course of their career, they have held roles at Axa Advisors, LLC, World Equity Group, Cetera Advisor Networks LLC, Legacy Wealth Management, LLC, Cambridge Investment Research, Inc, Carbon County Commission, Strategic Tax Solutions LLC (F/K/A Jake Mellor Tax & Accounting), Strategic Insurance Solutions LLC (F/K/A Tatton & Mellor Insrnc), Cambridge Investment Research Advisors, Inc and Owlfi. Mellor maintains Series 66 and Series 63 licenses, designating them as a securities representative, and is approved to serve investors in Utah. Owlfi is a registered investment firm based out of Lenexa, KS. It has offices in three locations and a total of 17 advisors. It administers $118 million in assets between its 667 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 667 client accounts, 31% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which services are provided. Fee types charged by Owlfi can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Owlfi Brokerage Details
$117,613,225
17
667
$176,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jake Mellor Work History
Jake has been registered as a financial advisor for 1 years.*
Owlfi
Strategic Insurance Solutions LLC (F/K/A Tatton & Mellor Insrnc)
Strategic Tax Solutions LLC (F/K/A Jake Mellor Tax & Accounting)
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Legacy Wealth Management, LLC
World Equity Group
Cetera Advisor Networks LLC
Carbon County Commission
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Mellor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Owlfi
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
