Juan Rojas, financial advisor Palo Alto CA

Juan Rojas

CRD Number: 4454066
Current Firm: Raymond James Financial Services Advisors, Inc.

Juan Rojas (CRD# 4454066) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palo Alto, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Phases Financial Group Palo Alto, CA Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Palo Alto, CA Jan 2012 - Current 12
Raymond James Financial Services Advisors Inc. Palo Alto, CA Jan 2012 - Current 12
Addison Avenue Investment Services Palo Alto, CA Jan 2012 - Current 12
Addison Avenue Financial Partners, LLC Palo Alto, CA Oct 2009 - Current 14
First Tech Federal Credit Union Palo Alto, CA May 2014 - Dec 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Juan M. Rojas
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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