Jordan Alexander Arreola
Investment adviser representative at Empirical Wealth Management
10 yearsExperience
1 stateRegistered in
$8.4BFirm assets
15 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Empirical Wealth ManagementJan 2026 to now
- Empiricial Wealth ManagementJul 2024 to now
- Quadriga PartnersJun 2023 to Aug 2023
- Leeds School of Business, University of ColoradoJan 2023 to May 2024
- Holman AutomotiveJun 2022 to Nov 2022
- University of ColoradoJan 2022 to May 2024
- Metrotech AutomotiveJun 2021 to Sep 2021
- University of WashingtonAug 2020 to Jan 2022
- Holman AutomotiveAug 2019 to Jun 2020
- Metrotech AutomotiveJan 2019 to Aug 2019
- Waterway Car WashOct 2018 to Jan 2019
- Colorado National Golf ClubMar 2018 to Aug 2018
- Broomfield High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 7951866
- Firm CRD
- 152622