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Jacob Echols, Financial Advisor

FINANCIAL ADVISOR
Jacob Echols

CFP®, CAP®, CFA®
1979 East 16th Street Ste 6, Yuma, AZ 85365opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Jacob

Hello, I am a third-generation Yuma resident and have happily moved back my hometown after working in the financial services industry both in Denver and Phoenix.

I am a graduate of the University of Arizona Eller School of Business with a degree in finance. While studying, I completed an internship with Northwestern Mutual. After graduation, I went to work with Charles Schwab, working with clients in the areas of stocks, options and fixed income.

To best serve my clients, I believe in lifelong learning. I have earned three professional certifications, the CFA®, CFP® and CPWA®.

The CFA institute awards the Chartered...

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CAP®

    Chartered Advisor in Philanthropy®

  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of Arizona-TucsonBachelor of Science

Personal Interests

  • Camping
  • Hiking
  • Traveling
  • Reading

Send Me a Message

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Office Information

Phone

(928) 783-4797

Fax

(888) 705-5475

Office Address

1979 East 16th Street Ste 6
Yuma, AZ 85365opens in a new window

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