Christopher James Rose

Employer firm

Aptus Financial, LLC CRD 280033

634 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Periodicals / newsletters
• Educational seminars
• INVESTMENT ADVISORY SERVICES TO DIY INVESTORS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 02/2020
  Stubhub
  San Francisco, CA
• 06/2020 → 09/2020
  Your Financial Pharmacist
  Baltimore, MD
• 09/2020 → 03/2024
  Waypoint Wealth Partners
  Mill Valley, CA
• 09/2019 → 06/2020
  Cjr Financial Llc
  San Rafael, CA
• 03/2024 → Present
  Aptus Financial, Llc
  Sam Rafael, CA

Previous Registrations

• 2023-02-07 → 2024-03-25
  Waypoint Wealth Partners
  San Francisco, CA
  San Francisco, CA
  Mill Valley, CA
• 2020-01-02 → 2020-12-23
  Cjr Financial
  San Rafael, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-04

Designations

• Certified Financial Planner

Other Names

• Cj Rose
• Christopher J Rose