Jacob Ramirez
Advisor at Echelon Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Echelon Group
Location
Boise, ID 83702
Credentials
Series 63, Series 65
Industry experience
1 year
About
Jacob Ramirez is a financial advisor at Echelon Group with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Echelon Group in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm employs a consultative planning process with a disciplined asset allocation framework that emphasizes ETFs and institutional mutual funds, and it incorporates alternative and private investments when appropriate.
Expertise
Based on Echelon Group
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Charitable giving & philanthropy
Fee options
Financial Planning fees are fixed and up to $5,000 per plan; Retirement Plan Consulting Services up to $5,000 per plan.
$0 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.15%
Some Representatives are licensed insurance agents and may receive commissions from insurance product sales. Brokerage commissions may also be earned through affiliated broker-dealer activities.
Up to $250 per hour for Retirement Plan Consulting Services.
Location
405 West Myrtle Street, #100
Boise, ID 83702
Most active in
Jacob R has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Echelon Group, Inc.
2026 - Present (1 year)
Wells Fargo Clearing
2024 - 2026 (2 years)
Wells Fargo Bank, nA
2023 - 2026 (3 years)
Boise State University
2022 - 2023 (1 year)
Boise State University
2019 - 2021 (2 years)
Treasure Valley Community College
2015 - 2018 (3 years)
Self-Employed
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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