Jacob Milder has been Managing Member/Chief Compliance Officer of Oak Street Investment Advisors since March 2017, is a control person of the firm and directly owns 75% or more of it. Jacob Milder studied at Washington University in St. Louis.
Oak Street Investment Advisors, LLC is a Greenwood Village, CO firm with $125M under management, 72 clients and 1 adviser across 2 offices, as of its September 2026 filing.
Jacob "Jake" Milder is the founder of Oak Street Investments, based in Denver. He began his career as a research analyst for a registered investment adviser in Clayton, Missouri, and later became a Vice President at Goldman Sachs in Chicago, managing a team for mutual fund distribution. In 2014 he moved back to Denver and shortly afterward launched Oak Street Investment Advisors, LLC.
Jacob Milder’s longest registration is the current one, 9 years at Oak Street Investment Advisors since 2017. Before joining Oak Street Investment Advisors in 2017, Jacob Milder was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Oak Street InvestmentsCurrent– present · 9 yearsGreenwood Village, CO · Adviser representative · Firm CRD 288019
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsClayton, MO · Adviser representative · Firm CRD 7691
Professional designations
Listed by Oak Street Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
Investment adviser representative registrations
Jacob Milder is registered as an investment adviser representative in Colorado, since April 2017.
- ColoradoSince 21 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 April 2012 |
| Series 24 | General Securities Principal Examination | 1 October 2010 |
| Series 7 | General Securities Representative Examination | 13 February 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 20 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jacob Ira Milder
- CRD
- 5035033
- Firm
- Oak Street Investment Advisors · CRD 288019
- Role
- Managing Member/Chief Compliance Officer
- Office
- 5500 GREENWOOD PLAZA BLVD, SUITE 130, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakstreetinvestments.com
Where does Jacob Milder work?
Jacob Milder has been Managing Member/Chief Compliance Officer of Oak Street Investment Advisors, LLC since March 2017, and is a control person of the firm.
Is Jacob Milder a financial advisor?
Yes. Jacob Milder has a current investment-adviser registration in Colorado, through Oak Street Investment Advisors since April 2017.
How many years of experience does Jacob Milder have?
Jacob Milder has 20 years in the financial industry, since September 2006, across 2 adviser firms.
What exams has Jacob Milder passed?
Jacob Milder has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in November 2005. FINRA credited Jacob Milder with the SIE, which began in October 2018.
Where did Jacob Milder work before Oak Street Investment Advisors?
Before Oak Street Investment Advisors, Jacob Milder was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2012 to May 2014.
Where is Jacob Milder based?
Jacob Milder’s registered office is in Greenwood Village, CO.
Is Jacob Milder registered with FINRA?
No. Jacob Milder has no current broker registration.
Is Jacob Milder a CFP?
Oak Street Investment Advisors lists Jacob Milder with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jacob "Jake" Milder biography, oakstreetinvestments.com
How can I verify Jacob Milder’s record?
Search CRD 5035033 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Milder’s full registration record.