Jacob Quiroz
Investment adviser representative at Earned Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
10 years in the industry.
- Earned Wealth Advisors, LLCAug 2026 to now
- Abacus Wealth PartnersOct 2025 to Aug 2026
- Bakeravenue Wealth ManagementApr 2021 to Oct 2025
- Aspiriant LLCJul 2019 to Feb 2021
- Full-time TravelJun 2018 to Jul 2019
- Edward JonesFeb 2017 to Jun 2018
- Kaiser PermanenteNov 2016 to Feb 2017
- Tiffany & CoNov 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Earned Wealth Advisors, LLC
$3.1BAssets managed
1,875Clients
46Advisers
26 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
- 6718930
- Firm CRD
- 108052