Jacob Rose is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Novato, CA, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Novato, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Previous Registrations
U.S. Bancorp Advisors, LLC
February 2026 - March 2026 · 1 mo
U.S. Bancorp Investments, INC.
December 2023 - February 2026 · 2 yrs 2 mos
Oppenheimer & CO. INC.
August 2021 - August 2023 · 2 yrs
Exams
No exam information available for this advisor.