UBS Financial Services
47yrs
Top advisor by experience in Phoenix
1yr
Jacob Guzman
Financial advisor at Mutual of Omaha Investor Services
Jacob Guzman is a fiduciary financial advisor in Phoenix, Arizona, with 1 year in the industry. Jacob joined Mutual of Omaha Investor Services in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3200 East Camelback Road Suite 190, Phoenix, AZ 85018
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$4,656
Advisors at the firm282
States licensed ?1 state
Services through Mutual of Omaha Investor Services
Financial planningInvestment management for individuals and small businessesChoosing 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
- Jun 2025 – nowMutual of Omaha Investor Services, Inc.Current firm
Contact Jacob
Local office(480) 492-6049Ask for Jacob. (402) 351-3102Main office · Omaha, NE 3200 East Camelback Road Suite 190Phoenix, AZ 85018Office · Get directions Firm websiteHTTP://WWW.MUTUALOFOMAHA.COM/INVESTMENTS
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jacob
How do I contact Jacob?
Call Jacob’s local office at (480) 492-6049 or the Mutual of Omaha Investor Services main office at (402) 351-3102, and ask for Jacob Guzman.
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 66. 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?
Mutual of Omaha Investor Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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