Jake Carr
Trading Specialist
Jake Carr is a Trading Specialist at Arista Wealth Management, where he plays a key role in executing and monitoring investment strategies for both private and institutional clients. Driven by the firm’s fiduciary commitment to always act in the client’s best interest, Jake brings a disciplined, principle-centered approach to every decision. His personal motto, “do the right thing at the right time with the right people for the right reasons,” guides his work and reflects the integrity he brings to the team.
Jake is completing his Bachelor of Science in Finance at Brigham Young University and has gained experience through internships with several financial firms. He has already passed the CERTIFIED FINANCIAL PLANNER examination and is actively pursuing both the CFP certification and the Chartered Financial Analyst charter.
Originally from Spokane, Washington, Jake enjoys staying active through horseback riding and trail running. He is also an enthusiastic college sports fan and loves cheering on his teams with his wife.