Jorge Luis Rosas
Investment adviser representative at Empirical Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Empirical Wealth ManagementDec 2023 to now
- Aldrich Wealth LPMay 2023 to Sep 2023
- Brighton JonesJan 2021 to May 2023
- Geffen MesherNov 2018 to Dec 2020
- Gerber GearAug 2018 to Nov 2018
- Matthews & Associates Cpas, PcJan 2018 to Aug 2018
- Neil KellyNov 2017 to Dec 2017
- Robert Half - AccountempsJan 2017 to Nov 2017
- Que Pasa CantinaMar 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 7398704
- Firm CRD
- 152622