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Inactive

Jake H Rosley

Fortune Financial Group, Inc.

Tampa, FL

Naples, FL

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Current Employers
Fortune Financial Group, Inc.

Naples, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-11
IL RA APPROVED 2025-02-21
  • FL RA
    APPROVED
    Since 2025-03-11
  • IL RA
    APPROVED
    Since 2025-02-21

Branch Locations

Tampa, FL • United States

Naples, FL • 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
Student Glen Ellyn IL 01/2015 05/2017
Great American Payment Systems Inc Lisle IL 05/2017 06/2017
Arbitersports Chicago IL 06/2017 08/2018
Student Chicago IL 08/2018 03/2019
Northwestern Mutual Chicago IL 03/2019 09/2019
Student Chicago IL 09/2019 10/2020
The Mather Group Chicago IL 10/2020 04/2021
Millennium Trust Company Oak Brook IL 05/2021 11/2021
Celero Commerce Rosemont IL 03/2022 07/2022
Stenson Tamaddon Chicago IL 07/2022 07/2023
Newday Usa West Palm Beach FL 08/2023 09/2023
Unemployed Naples FL 10/2023 09/2024
Freedom Boat Club Naples FL 08/2024 Present
Fortune Financial Group, Inc. Glen Ellyn IL 02/2025 Present
Unemployed Glen Ellyn IL 11/2021 03/2022
  • 01/2015 → 05/2017
    Student
    Glen Ellyn, IL
  • 05/2017 → 06/2017
    Great American Payment Systems Inc
    Lisle, IL
  • 06/2017 → 08/2018
    Arbitersports
    Chicago, IL
  • 08/2018 → 03/2019
    Student
    Chicago, IL
  • 03/2019 → 09/2019
    Northwestern Mutual
    Chicago, IL
  • 09/2019 → 10/2020
    Student
    Chicago, IL
  • 10/2020 → 04/2021
    The Mather Group
    Chicago, IL
  • 05/2021 → 11/2021
    Millennium Trust Company
    Oak Brook, IL
  • 03/2022 → 07/2022
    Celero Commerce
    Rosemont, IL
  • 07/2022 → 07/2023
    Stenson Tamaddon
    Chicago, IL
  • 08/2023 → 09/2023
    Newday Usa
    West Palm Beach, FL
  • 10/2023 → 09/2024
    Unemployed
    Naples, FL
  • 08/2024 → Present
    Freedom Boat Club
    Naples, FL
  • 02/2025 → Present
    Fortune Financial Group, Inc.
    Glen Ellyn, IL
  • 11/2021 → 03/2022
    Unemployed
    Glen Ellyn, IL
Other Businesses

Dockmaster at freedom boat club.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
Other Names
  • Jake H Rosley
  • Jake Rosley

View on SEC IAPD

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