Jacob Andrew Raska

Employer firm

Carrera Capital Advisors CRD 330834

$969M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 10/2016 → 05/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2017 → 05/2024
  Northwestern Mutual Investment Services Llc
  Troy, MI
• 06/2015 → 10/2016
  Delphi
  Troy, MI
• 11/2018 → 05/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → Present
  Carrera Capital Advisors
  Troy, MI

Other Businesses

1. 100% OWNER, JAKE RASKA LLC, LEGAL ENTITY, START DATE: 08/17/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES, I SET UP AN LLC TO PAY STAFF (W2) THAT I AM USING TO SUPPORT MY NM PRACITCE OPERATIONALLY 2. 28% OWNER, MKJ COMPANY, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 05/06/2022, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 3. OUTSIDE INSURANCE GENERAL SALES/SERVICING, GENERAL SALES/SERVICING, START DATE: 1/11/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PROVIDING ALTERNATIVE INSURANCE ARRANGEMENTS FOR PEOPLE THAT ARE UNABLE TO RECIEVE NM BENIFITS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-16
• S63 Uniform Securities Agent State Law Examination
  2018-03-08

Other Names

• Jacob Andrew Raska