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Jake Floyd Mellor

OWLFI RIA LLC·LENEXA, Kansas
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8725 ROSEHILL, LENEXA, KS 66215CRD# 5785588Firm CRD# 311854
01

About

Jake Floyd Mellor is a registered financial advisor based in LENEXA, Kansas, affiliated with OWLFI RIA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OWLFI RIA LLC
OWLFI
AUM
$125M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at OWLFI RIA LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5785588
Firm CRD# 311854
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jake Floyd Mellor offer?
Jake Floyd Mellor specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Jake Floyd Mellor's credentials?
Jake Floyd Mellor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Floyd Mellor located?
Jake Floyd Mellor is based in LENEXA, Kansas, working with OWLFI RIA LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Jake Floyd Mellor charge for services?
Jake Floyd Mellor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OWLFI RIA LLC?
OWLFI RIA LLC has approximately 17 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
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Research
Advisor Fees in KansasNational Fee Analysis
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