Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
New
Jake Crosby is a fiduciary financial advisor in Scottsdale, Arizona, registered since Aug 2026. Jake joined ARQ Wealth Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. ARQ Wealth Advisors reports being paid through a percentage of assets and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office8605 E. Raintree Dr Suite. 240, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2 million
Advisors at the firm15
States licensed ?1 state
Services through ARQ Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
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
- Sep 2026 – nowARQ Wealth Advisors, LLCCurrent firm
Contact Jake
(480) 214-9572ARQ Wealth Advisors main office 8605 E. Raintree Dr Suite. 240Scottsdale, AZ 85260Office · Get directions Firm websiteHTTP://WWW.ARQWEALTH.COM
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 ARQ Wealth Advisors at (480) 214-9572 and ask for Jake Crosby. Jake works from the Scottsdale, AZ office.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Jake hold?
Series 65. 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?
ARQ Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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