Omar Rojas

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2007 → 03/2020
  Seller's Mark Llc
  Red Oak, TX
• 01/2014 → 03/2020
  Legacy Financial Services
  Red Oak, TX
• 06/2015 → 08/2023
  Yrc Inc.
  Irving, TX
• 03/2020 → 12/2022
  Efficient Plan
  Denton, TX
• 09/2023 → Present
  Modern Transportation
  Red Oak, TX
• 10/2024 → Present
  Portfolio Medics
  Bonita Springs, FL

Previous Registrations

• 2021-01-07 → 2022-12-31
  Efficient Plan, Llc
  Denton, TX
• 2020-05-01 → 2020-12-31
  Efficient Plan, Llc
  Red Oak, TX
  Denton, TX

Other Businesses

Mr. Rojas is a driver for Modern Transportation. In this role he is a driver for multiple individuals. He spends approximately 25 hours a week during market and non-market hours in this endeavor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-30