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Advisors / Utah / Draper
1yr

Jacob Carr

Financial advisor at Arista Wealth Management

Based in Draper, Utah, Jacob Carr is a fiduciary financial advisor with 1 year of industry experience. Jacob has been with Arista Wealth Management since 2025. Arista Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 177 advisors with offices in Draper, and one of 170 fiduciaries.

Draper, UT 84020Fiduciary advisor

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office527 E Pioneer Rd Suite 220, Draper, UT 84020
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.6 million
Advisors at the firm11
States licensed ?1 state

Services through Arista Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

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 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2025 – now

Questions to ask Jacob

Tailored to Jacob’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jacob

How do I contact Jacob?

Call Arista Wealth Management at (702) 309-9970 and ask for Jacob Carr. Jacob works from the Draper, UT office.

How long has Jacob been a financial advisor?

Jacob has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Jacob hold?

Series 65. Tap any license on this page to see what it allows.

Is Jacob a fiduciary?

Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jacob paid?

Arista Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jacob 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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