Jacob Rokosz
Investment adviser representative at Empower Advisory Group, LLC
9 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Empower Advisory Group, LLCOct 2024 to now
- EmpowerJun 2024 to now
- Trinity Wealth Securities, LLCApr 2024 to May 2024
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2023 to May 2024
- Wyoming Valley Country ClubDec 2021 to Aug 2022
- Domino's PizzaMar 2021 to Jul 2021
- Shippensburg UniversityAug 2019 to May 2023
- Carbon Sales Co.Feb 2017 to Aug 2019
- Holy Redeemer High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 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
- 7774808
- Firm CRD
- 112058