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Jorge Luis Rosas

Empirical Wealth Management

Portland, OR

Seattle, WA

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Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-06
  • OR RA
    APPROVED
    Since 2026-01-06

Branch Locations

805 Sw Broadway Suite 2400, Portland, OR 97205 • United States

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brighton Jones Portland OR 01/2021 05/2023
Geffen Mesher Portland OR 11/2018 12/2020
Gerber Gear Portland OR 08/2018 11/2018
Matthews & Associates Cpas, Pc Portland OR 01/2018 08/2018
Neil Kelly Portland OR 11/2017 12/2017
Robert Half - Accountemps Portland OR 01/2017 11/2017
Que Pasa Cantina Portland OR 03/2013 02/2017
Aldrich Wealth Lp Lake Oswego OR 05/2023 09/2023
Empirical Wealth Management Portland OR 12/2023 Present
  • 01/2021 → 05/2023
    Brighton Jones
    Portland, OR
  • 11/2018 → 12/2020
    Geffen Mesher
    Portland, OR
  • 08/2018 → 11/2018
    Gerber Gear
    Portland, OR
  • 01/2018 → 08/2018
    Matthews & Associates Cpas, Pc
    Portland, OR
  • 11/2017 → 12/2017
    Neil Kelly
    Portland, OR
  • 01/2017 → 11/2017
    Robert Half - Accountemps
    Portland, OR
  • 03/2013 → 02/2017
    Que Pasa Cantina
    Portland, OR
  • 05/2023 → 09/2023
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 12/2023 → Present
    Empirical Wealth Management
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11
Designations

View on SEC IAPD

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INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
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MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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