Jake A. Castillo - Financial Advisors

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Jake A. Castillo

Why I Love My Job

Connecting and working with clients on important concerns that arise for them is what inspires me in this work. It’s really rewarding when I’m able to guide a client through a transition and help them make decisions that will positively impact their life.

Jake joined us as an Associate Wealth Advisor with our San Diego office in 2023. He works with clients on all aspects of their financial planning and investment concerns, including retirement, insurance, education funding, advanced estate plan design, and tax management.

A key aspect of his role is advising clients on investment allocation strategies, and monitoring their portfolio positions. “I’m passionate about helping families navigate their financial journeys and achieve their goals,” he says. Disciplined and easy going, Jake feels fortunate “to work alongside brilliant colleagues who hold themselves to the highest standards of integrity and care in this industry. They inspire me to strive for excellence.”

Prior to his responsibilities at HH, Jake rose within the ranks at a financial planning firm and family office in Corona, California. He began as an intern and subsequently took on the role of a paraplanner, focusing on advanced plan design, investment management, tax strategies, retirement planning, insurance planning, and advanced estate planning strategies.

Jake earned a Bachelor of Science in Kinesiology in 2020 from California State University, San Marcos. He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside the office, he enjoys weightlifting, golfing, being a foodie, breaking bread with friends, and most recently – surfing.

Fun Fact

I trained in Martial Arts for almost a decade.

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.