portrait of Jacob Arroyo
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Jacob

Like many individuals in my generation, my family was greatly affected by the financial crisis between 2007 and 2009. I became curious of why and how people around me were affected, and decided to enter the industry at the entry level. I worked as a bank teller in 2009 for a large financial institution, where I was introduced to the concept of retirement planning and financial client services. Over the next seven years, I worked my way up the ladder and was exposed to everything from checkbook balancing to commercial financing.

It was during this time that my passion for...

Focus Areas

  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Hispanic Family Finances

Work History

  • Edward JonesJuly 2021 to Current
  • Wells Fargo Clearing Svcs, LLCNovember 2016 to July 2021

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Martial Arts
  • Movies & Entertainment
  • Music

Team Members

  • Lynn Walker
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More