Juan Carlos Ros
Investment adviser representative at Forum Financial Management, LP
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$8.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Financially Zen, LLCMay 2020 to now
- Forum Financial Management, LPOct 2018 to now
- Csu Long Beach Research FoundationJun 2015 to now
- Lamia Financial Group, Inc.Feb 2012 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 6028956
- Firm CRD
- 145706