Jacob Irving Rosenberg
Investment adviser representative at LPL Financial LLC
40 yearsExperience
3 statesRegistered in
PFSDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
40 years in the industry.
- LPL Financial LLCMar 2025 to now
- Milvado Wealth Advisors LLCJan 2021 to now
- Bernath & Rosenberg, P.C.Jun 1986 to now
- Cetera Investment Advisers LLCJan 2000 to Mar 2025
- Cetera Financial Specialists LLCAug 1999 to Mar 2025
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 4023570
- Firm CRD
- 6413