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Jacob O

Series 65

Gilbert, AZ

Measured Horizon Wealth

Jacob Ornelas is a financial advisor at Measured Horizon Wealth with a Series 65 designation and no prior industry experience. His background includes 18 years at Northrop Grumman and entrepreneurial experience as the owner of Creations Hair Design, LLC. Measured Horizon Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and portfolio management services, offering a two-phase model that combines fixed-fee foundational planning and tiered ongoing wealth management.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Retirement income strategy Business ownership considerations Business exit / sale strategy Executive Founder/Business Owner Technology Professional Mid-Career Professionals
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