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Jacob Andrew Raska

Investment adviser representative at Carrera Capital Advisors
10 yearsExperience
1 stateRegistered in
$968.7MFirm assets
2 yearsFirm in business

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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

Experience

10 years in the industry.

  1. Carrera Capital AdvisorsMay 2024 to now
  2. Northwestern Mutual Wealth Management CompanyNov 2018 to May 2024
  3. Northwestern Mutual Investment Services LLCSep 2017 to May 2024
  4. Northwestern Mutual Life Insurance CompanyOct 2016 to May 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MI).

Carrera Capital Advisors

Legal name: Carrera Capital Advisors, LLC

$968.7MAssets managed
998Clients
9Advisers
2 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
6698876
Firm CRD
330834
Advisor's SEC record (opens in a new tab)
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