Jesse R. Carlucci
ARROW INVESTMENT MANAGEMENT
Oklahoma City, OK 73112
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CRD#: 7053639
Professional summary
Jesse Robert Carlucci, CFP®, who also goes by Jesse Rober Carlucci, is a registered financial advisor currently at ARROW INVESTMENT MANAGEMENT LLC located in Oklahoma City, Oklahoma.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jesse has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Charitable Giving
Financial Psychology/Coaching
High Net Worth Client Needs
Investment Advice with Ongoing Management
Novice Investors
Retirement Plan Investment Advice
Biography
Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom.
Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously.
The Arrow process:
1.) Initial consultation
2.) Gather data
3.) Analyze and recommend
4.) Implement the plan
5.) Monitor and update the plan
Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors.
Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.
Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at “Arrow Investment Education”.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Budgeting
Estate Planning
Comprehensive Financial Planni...
Inheritance
Are you a "fiduciary"?
Yes
Aliases
Jesse Rober Carlucci
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Robert Carlucci's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
February 20, 2019 - Present
ARROW INVESTMENT MANAGEMENT LLC
Office #1: 3030 Nw Expressway Suite 300, Oklahoma City, OK 73112RIA
CRD#: 299972
Oklahoma City, OK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(6/21/2021)
IAR
Oklahoma(2/20/2019)
IAR
Texas(12/13/2019)
Current Firm
ARROW INVESTMENT MANAGEMENT LLC
ARROW INVESTMENT MANAGEMENT LLC
CRD#: 299972 / SEC#:
Louisiana
Registered Investment Advisory firm - (6/21/2021 Approved)Oklahoma
Registered Investment Advisory firm - (2/20/2019 Approved)Texas
Registered Investment Advisory firm - (1/5/2022 Approved)PREMIUM
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Contact information
Main Address
3030 Nw Expressway Suite 300, Oklahoma City, OK 73112
Mailing Address
Phone number
(405) 509-8198
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 381 |
| AUM (Assets Under Management) | $ 58,863,845 |
Red Flags
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Company Information
ARROW INVESTMENT MANAGEMENT LLC
CRD#: 299972Oklahoma City, OK 73112TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
