Oppenheimer & Co.
40yrs
Michael Eitzen
Financial advisor
EL Conquistador Executive Plaza 10195 North Oracle Road - Suite 115
Oro Valley, AZ 85704
Oro Valley, AZ 85704
Top advisor by experience in Oro Valley
12yrs
Jake Eitzen has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Oro Valley, Arizona. Jake has been with Oppenheimer & Co. since 2014. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 47 advisors with offices in Oro Valley, and one of 41 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeEL Conquistador Executive Plaza 10195 North Oracle Road - Suite 115, Oro Valley, AZ 85704
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?2 states
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowOppenheimer & Co. Inc.Current firm
Contact Jake
Local office(520) 529-2553Ask for Jake. (212) 668-8000Main office · New York, NY EL Conquistador Executive Plaza 10195 North Oracle Road - Suite 115Oro Valley, AZ 85704Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jake
How do I contact Jake?
Call Jake’s local office at (520) 529-2553 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Jake Eitzen.
How long has Jake been a financial advisor?
Jake has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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