Jason Rose, financial advisor West Bend WI
90 score

Jason Rose

CRD 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.

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Company Name Location Dates Years
H.d.vest Insurance Agency Irving, TX Dec 2013 - Current 3
H.d. Vest Advisory Services West Bend, WI Oct 2012 - Current 4
Acc-u-rite Tax Service, Inc. Milwaukee, WI Nov 2011 - Current 5
Hd Vest Investment Services Milwaukee, WI Jun 2011 - Current 5
Acc-u-rite Tax & Financial Services Milwaukee, WI Dec 2009 - Current 7
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
Contact Info for Jason R. Rose
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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