Jacob Gabriel Lopez

Current Employers

Employment History

• 03/2020 → Present
  Arx Management Llc
  El Segundo, CA
• 07/2017 → 12/2019
  City National Bank
  Los Angeles, CA
• 08/2016 → 12/2016
  Morgan Stanley
  Boulder, CO
• 01/2020 → 03/2020
  Extended Travel
  Playa Del Rey, CA
• 08/2013 → 05/2017
  Full Time Education
  Boulder, CO
• 10/2025 → Present
  Jgl Advisory Llc
  Venice, CA

Other Businesses

-Name of Business: ARX Management LLC -Address: 1730 E Holly Ave, El Segundo, CA 90245 -Nature of Business: Investment-related. ARX Management LLC is an investment manager focused on short-duration fixed-income strategies for court-mandated Qualified Settlement Funds. -Position/Title: Portfolio Manager -Duties: Managing fixed-income portfolios involved in mass tort litigation. This role does not involve providing advice to individual retail clients of JGL Advisory LLC. -State Date: March 2020 -Time Commitment: Mr. Lopez dedicates approximately 130 hours per month to this activity. -Hours During Trading: Approximately 70 of these hours are conducted during securities trading hours. Conflicts of Interest: This dual employment presents a potential conflict of interest regarding the allocation of Mr. Lopez's time and resources. JGL Advisory LLC addresses these conflicts by implementing a strict schedule to ensure that duties at ARX Management LLC do not interfere with the proper servicing of JGL clients. Furthermore, JGL client meetings and account reviews are prioritized to ensure all fiduciary obligations are met. Time Commitment: Mr. Lopez currently dedicates approximately 75% of his business time to his duties at ARX Management LLC and the remainder to JGL Advisory LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-01

Other Names

• Jacob Lopez