Jacob Henry Roos

Current Employers

Employment History

• 07/2021 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2021 → 12/2022
  Thrivent Advisor Network, Llc D/B/A 49 Financial
  Austin, TX
• 05/2019 → 07/2021
  Stone Oak Pressure Wash
  San Antonio, TX
• 08/2018 → 05/2021
  Full Time Education
  Clemson, SC
• 01/2020 → 03/2020
  Social Media Marketing
  San Antonio, TX
• 05/2018 → 08/2018
  Brock Person Guerra Reyna Law
  San Antonio, TX
• 05/2017 → 08/2017
  Subzero
  San Antonio, TX
• 04/2016 → 09/2016
  Vanguard Veterinary Associates
  San Antonio, TX
• 07/2011 → 05/2018
  Full Time Education
  San Antonio, TX
• 01/2023 → Present
  49 Wealth Management Llc
  Austin, TX
• 07/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Previous Registrations

• 2022-05-09 → 2022-12-31
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Austin, TX

Other Businesses

1. 49 Financial; Insurance Sales; 3711 S MoPac Expy, Ste 105, Austin, TX 78735; non-Investment related since 08/09/2021; fixed insurance agent as part of financial advising services; 40 hours per month with 12 hours during trading hours; Broker fixed life, long-term care, and disability insurance 2. 49 Wealth Management LLC. Registered Investment Adviser; Investment advisor representative since 08/09/2021. Business is conducted from 3711 S MoPac Expy, Ste 105, Austin, TX 78735. Approximately 90% of Jacob's time is for services as an investment advisor representative and the balance as a registered representative. 3. Oakwood Capital Securities; Registered Representative; Investment related: Yes; Location: 600 US-169 Ste 1410 Minneapolis MN 55426; Description: Occasionally transact variable investments for clients as part of a team of fiduciaries; Start date: 2024-07-28; Hours devoted to business during trading hours: 12; Hours devoted to business outside trading hours: 0. Percentage of total yearly compensation expected to be derived from the business: 10. 4. San Antonio Academy; Alumni Board Member; Non-Investment related; 117 E French Pl, San Antonio, TX 78212; since 9/14/2023; Serves on the alumni association board for San Antonio Academy; Helps nominate recipients of alumni awards, support in fundraising, plan and attend alumni events, and speak to students; 1 hour per month during business hours. 5. Saint Mary's Hall; Alumni Board Member; Non-Investment related; 9401 Starcrest Dr, San Antonio, TX 78217; since 9/14/2023; Serve on the alumni association board for Saint Mary's Hall; Helps nominate recipients of alumni awards, support in fundraising, plan and attend alumni events, and speak to students; 1 hour per month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-22
• S63 Uniform Securities Agent State Law Examination
  2021-06-19

Other Names

• Jacob Henry Roos
• Jacob H Roos