Jake Crosby
ARQ Wealth Advisors, LLC
- Role
- Part-time Support at Arq Wealth Advisors, Llc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Jake Crosby
Jake Crosby is a dedicated and driven student at Arizona State University\'s W. P. Carey…
Experience
Part-time Support
May 2025 — Present · Scottsdale, AZ, US
Supported financial advisors by updating CRM systems- Organized and maintained client documentation, ensuring accurate filing and confidential handling of sensitive financial records- Assisted in updating retirement planning curriculum for clients- Coordinated marketing efforts.
Education
Arizona State University
Financial Planning
2022
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