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Chief Compliance Officer · Albion Financial Group

Ryan Jacobs

CRD 4587978 · Named on Form ADV at one SEC-registered adviser

At a glance

Albion Financial Group, an SEC-registered wealth manager based in Salt Lake City, UT with $2.0 billion in regulatory assets, lists Ryan Jacobs on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Albion Financial GroupChief Compliance OfficerWealth manager · Salt Lake City, UT · $2.0B in regulatory assets

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.