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JR

Jacob R. Rogers

77 FINANCIAL GROUP
CARLSBAD, CA 92008
CRD#: 8172532
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JR
Jacob Robert Rogers77 FINANCIAL GROUP

Professional summary

Jacob Robert Rogers, who also goes by Jacob Rogers, Jake Rogers, is a registered financial advisor currently at 77 FINANCIAL GROUP located in Carlsbad, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jacob Rogers | Jake Rogers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Robert Rogers's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 10, 2025 - Present

77 FINANCIAL GROUP

Office #1: 1241 Carlsbad Village Drive Suite 100/a, Carlsbad, CA 92008
RIA
CRD#: 312367
CARLSBAD, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2025
Uniform Investment Adviser Law Examination

Current Firm

7F
77 FINANCIAL GROUP
77 FINANCIAL GROUP | WEST AND WALTERS TAX AND WEALTH MANAGEMENT | 77 FINANCIAL GROUP LLC

CRD#: 312367 / SEC#:

Arizona
Registered Investment Advisory firm - (2/3/2021 Approved)
California
Registered Investment Advisory firm - (2/2/2021 Approved)
Texas
Registered Investment Advisory firm - (1/7/2021 Conditional Restricted)
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Contact information

Main Address
1241 Carlsbad Village Drive Suite 100/a, Carlsbad, CA 92008
Mailing Address
Phone number
(858) 283-7185
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts125
AUM (Assets Under Management)$ 27,078,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

77 FINANCIAL GROUP

CRD#: 312367Carlsbad, CA 92008

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