Jacob Robert Rogers
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob Rogers, Jake Rogers
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Current Firm
77 FINANCIAL GROUP | WEST AND WALTERS TAX AND WEALTH MANAGEMENT | 77 FINANCIAL GROUP LLC
Contact Information
Main Address
1241 Carlsbad Village Drive Suite 100/a, Carlsbad, CA 92008Phone Number
(858) 283-7185# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
125AUM (Assets Under Management)
$27,078,000Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
State Registrations and Notice Filings
(10/10/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Robert Rogers's CRS (Customer Relationship Summary).
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
MEASURED RISK PORTFOLIOS
