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Jacob O

Series 65

Gilbert, AZ

Measured Horizon Wealth

Jacob Ornelas is the principal advisor at Measured Horizon Wealth, an independent registered investment adviser based in Gilbert, AZ. He holds a Series 65 designation and has experience in engineering and corporate operations through his 18 years at Northrop Grumman, alongside ownership of a small business since 2013. Measured Horizon Wealth provides financial planning and wealth management services to individuals and high-net-worth households, using a blend of active and passive investment strategies informed by modern portfolio theory and fundamental analysis. The firm offers both foundational planning and tiered ongoing management, with a focus on structured service delivery and customized planning projects.

Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Retirement income strategy Executive Founder/Business Owner Established Professionals
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