Jesse Carlucci
Arrow Investment Management · Oklahoma City, Oklahoma
Jesse Carlucci is a fee-only financial advisor at Arrow Investment Management in Oklahoma City, Oklahoma, who holds the CFP and PhD credentials. Jesse focuses on retirement planning, estate & legacy planning and small business owners. Arrow Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Arrow Investment Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $58.9M across 381 accounts |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in LA, OK, TX · CRD 7053639 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | arrowinvestmentmanagement.com |
| Profile |
How Jesse's firm compares
- Arrow Investment Management's average account is about $154,000, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Jesse
Is Jesse Carlucci a fee-only financial advisor?
Yes. Jesse Carlucci is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jesse's firm.
How does Jesse charge for financial advice?
Jesse's firm, Arrow Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jesse Carlucci based?
Jesse Carlucci is based in Oklahoma City, Oklahoma.
What does Jesse specialize in?
Jesse's specialties include retirement planning, estate & legacy planning and small business owners. Jesse works with retirees and pre-retirees.
What credentials does Jesse Carlucci hold?
Jesse Carlucci holds the CFP and PhD credentials.
Is Jesse Carlucci registered with the SEC?
Yes. Jesse Carlucci is registered as an investment adviser representative in LA, OK and TX (CRD 7053639), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Arrow Investment Management manage?
Arrow Investment Management reports $58.9M across 381 accounts in assets under management.
How do I contact Jesse Carlucci?
Through Jesse's website, arrowinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Arrow Investment Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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