Jason RoseCRD Number: 4512000
Current Firm: H.d. Vest Advisory Services, Inc.
Jason Rose (CRD# 4512000) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in West Bend, WI and has over 5 years of experience in the finance industry.
Convergence Investment Partners, LLC
Reinhart Partners, Inc.
Harbour Investments, Inc.
|H.d.vest Insurance Agency||Irving, TX||Dec 2013 - Current||2|
|H.d. Vest Advisory Services||West Bend, WI||Oct 2012 - Current||4|
|Acc-u-rite Tax Service, Inc.||Milwaukee, WI||Nov 2011 - Current||4|
|Hd Vest Investment Services||Milwaukee, WI||Jun 2011 - Current||5|
|Acc-u-rite Tax & Financial Services||Milwaukee, WI||Dec 2009 - Current||6|
|Unemployed||West Bend, WI||Mar 2007 - Dec 2009||2|
|Steinhafels Furniture||Menomonee Falls, WI||Apr 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV