Jacob P Roth
Investment adviser representative at Ausdal Financial Partners, Inc.
21 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Ausdal Financial Partners, Inc.Jun 2024 to now
- Fortune Financial ServicesAug 2022 to Jun 2024
- Oglesby ConstructionJun 2020 to Sep 2020
- Prism Financial GroupJun 2019 to Apr 2022
- University of Mount UnionSep 2018 to May 2022
- Cameo PizzaJun 2016 to Aug 2021
- Woodlawn CemeteryMay 2015 to Aug 2018
- Norwalk City SchoolsAug 2005 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 7586885
- Firm CRD
- 7995