Jacob Raymond Lopez
Investment adviser representative at Arvest Wealth Management
15 yearsExperience
1 stateRegistered in
$3.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Arvest Wealth ManagementFeb 2019 to now
- Arvest BankFeb 2017 to now
- Bok Financial Securities, Inc.Oct 2016 to Feb 2017
- BOKF, NAJun 2011 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
Arvest Wealth Management
Legal name: Arvest Investments, Inc.
$3.4BAssets managed
6,810Clients
204Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6711066
- Firm CRD
- 42057