Jake Rockower is a registered investment advisor, based in New Hyde Park, NY, with 2 years of industry experience.
Location
3000 Marcus Avenue, Suite 1E5, New Hyde Park, NY, 11042
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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
Jake works as a financial advisor at North Ridge Wealth Planning, dedicating full-time hours to helping clients meet their financial goals. He also works as an employee at Ronald Rockower JD CPA, spending about 10-20% of his time scanning and mailing tax returns, and works a minimal amount of time as a Notary Public. Finally, Jake works a few hours per week as an insurance agent selling fixed insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Morgan StanleyBroker
State Registrations5 states
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