Juan Rojas
Juan Rojas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palo Alto, CA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
703 High St, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan works as an independent contractor providing financial advice to members of Addison Avenue Investment Services and as a financial advisor for First Tech Federal Credit Union and Phases Financial Group, dedicating about half his time to each. He also owns rental real estate, which requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
First Brokerage America, L.L.C.Broker
Cal Fed InvestmentsBroker
State Registrations20 states
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