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Jacob Robert Rogers

77 Financial Group

Carlsbad, CA

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Current Employers
77 Financial Group

1241 Carlsbad Village Drive Suite 100/A, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-10
  • CA RA
    APPROVED
    Since 2025-10-10

Branch Locations

1241 Carlsbad Village Drive Suite 100/A, Carlsbad, CA 92008 • 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
77 Financial Group Carlsbad CA 10/2025 Present
American Medical Response San Diego CA 04/2014 10/2016
City Of San Marcos San Marcos CA 10/2016 08/2023
Unemployed Vista CA 09/2023 09/2025
  • 10/2025 → Present
    77 Financial Group
    Carlsbad, CA
  • 04/2014 → 10/2016
    American Medical Response
    San Diego, CA
  • 10/2016 → 08/2023
    City Of San Marcos
    San Marcos, CA
  • 09/2023 → 09/2025
    Unemployed
    Vista, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-02
Other Names
  • Jacob Rogers
  • Jake Rogers

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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