Jacob Harry Rose
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Jacob Harry Rose? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Jun 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Jun 2026
- U.S. Bancorp Investments, Inc.Nov 2023 to Feb 2026
- U.S. BankAug 2023 to Jun 2026
- Oppenheimer & Co. Inc.Jun 2021 to Aug 2023
- UnemployedMar 2021 to May 2021
- Guggenheim Securities, LLCMar 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535084
- Firm CRD
- 705