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Jacob Arroyo

9 Years of Experience
Reno, NV
BrokerSells Insurance

Jacob Arroyo is a registered investment advisor, based in Reno, NV, with 9 years of industry experience.

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob sells fixed insurance products as an insurance agent, dedicating a few hours per week. He also works full-time as a financial professional and advisor for Greater Nevada Credit Union/Financial Services, providing brokerage, advisory services, and wealth planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Edward Jones
July 2021 - April 2025 · 3 yrs 9 mos
Edward JonesBroker
July 2021 - April 2025 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLC
November 2016 - July 2021 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - July 2021 · 4 yrs 10 mos
State Registrations3 states
CANVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacob Arroyo - Financial Advisor | TrueAdvisor