Jake Harrison Rosen
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesMar 2020 to now
- California Lutheran UniverstiyAug 2018 to Mar 2020
- Capstone Partners MML Investors Services, LLCJun 2018 to Aug 2018
- California Lutheran UniverstiyAug 2017 to Jun 2018
- Hope of the Valley Rescue MissionJun 2017 to Aug 2017
- Sepulveda Golf ComplexApr 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6978801
- Firm CRD
- 250