Jacob Louis Rosalez is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2022-04-04 | 2025-09-05 | — |
| AVANTAX PLANNING PARTNERS, INC. | 2020-06-02 | present | Yes |