Jackie Carrillo

LPL Investment Advisor Representative At Bay Federal Credit Union

jcarrillo@bayfed.com
831.479.6000 option 7 (Direct)
888.4BAYFED option 7 (Toll Free)

Jackie Carrillo graduated from Santa Clara University with a degree in Finance, working in the mortgage industry for eight years before transitioning to investments in 2010. Jackie joined the Bay Federal team in 2021, after developing over a decade of investment experience throughout the San Francisco and Monterey Bay areas.

Born and raised in Watsonville, Jackie has deep ties to her community. Her parents were immigrants from Mexico who worked hard in search of a better opportunity. Jackie excelled in her education and career, driven by her parents' sacrifices and determination. Jackie strives to be a resource for her community, pairing people with opportunity in the form of creative investment strategies. Jackie is fluent in both English and Spanish, and focuses on serving the Spanish-speaking community with their investment needs.

In her spare time, Jackie enjoys spending time with her family and friends, running local races such as the Wharf to Wharf, hiking at Nisene Marks, and checking out local restaurants.

“I joined Investment Services at Bay Federal Credit Union because of its reputation of truly making a real difference with the credit union members and the community. I was a member of Bay Federal since I was eighteen and have always been impressed with their willingness to put people first."

CA Insurance Lic. #0H76477