Jake Anthony Castillo
Investment adviser representative at Halbert Hargrove
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Halbert HargroveFeb 2023 to now
- Pacific CapitalMay 2021 to Feb 2023
- In N OutAug 2017 to Feb 2021
- Pet Ville Pet HotelApr 2017 to Aug 2017
- California State University San MarcosAug 2016 to May 2020
- Asics RetailMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
37 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
- 7767135
- Firm CRD
- 105515