Jason Rose
Jason Rose is a registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6320 West Forest Home Ave, Milwaukee, WI, 53220
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Jason is affiliated with Avantax Insurance Agency/Services, selling Equity Indexed Annuities since 2013, dedicating minimal time. He also works at Acc-U-Rite Tax Service and Acc-u-rite Tax & Financial Services, focusing on tax preparation and accounting, spending nearly full-time hours at Acc-U-Rite Tax Service.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.