Unclaimed Profile

Jake Floyd Mellor

OWLFI RIA LLC·LENEXA, Kansas

SIE, Series 7, Series 22TO, Series 63, Series 66CFP15 years registeredOWLFI RIA LLC

8725 ROSEHILL, LENEXA, KS 66215CRD# 5785588Firm CRD# 311854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jake Floyd Mellor · LENEXA, KS

Registration

CRD #5785588 · OWLFI RIA LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OWLFI RIA LLC

FOURSTAR WEALTH ADVISORS, LLC

Oct 2023 – Feb 2024

Price, UT

OWLFI

May 2022 – Oct 2023

Price, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2020 – May 2022

Price, UT

LEGACY WEALTH MANAGEMENT, LLC

Aug 2017 – Feb 2020

Price, UT

CETERA ADVISOR NETWORKS LLC

Sep 2015 – Feb 2017

PRICE, UT

WORLD EQUITY GROUP, INC.

Jun 2015 – Sep 2015

Price, UT

AXA ADVISORS, LLC

Oct 2012 – Jun 2015

PRICE, UT

HORNOR, TOWNSEND & KENT, INC.

Mar 2011 – Oct 2012

PRICE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22TO

Series 63

Series 66

Registration record

First registered · March 15, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

2024Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OWLFI RIA LLC

CRD 311854 · SEC 801-122910

AUM

$125M

Regulatory assets under management

Employees

749 client accounts

Services offered by OWLFI RIA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OWLFI RIA LLC →

Introduction

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Frequently Asked Questions

What services does Jake Floyd Mellor offer?

Jake Floyd Mellor specializes in Financial Planning, Investment Management.

What are Jake Floyd Mellor's credentials?

Jake Floyd Mellor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jake Floyd Mellor located?

Jake Floyd Mellor is based in LENEXA, Kansas, last registered with OWLFI RIA LLC.

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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