linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Andrew Raska

Carrera Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Andrew Raska

Jacob Raska is a financial advisor at Carrera Capital Advisors. Jacob has been a financial advisor since 2017 and holds the Series 6, 7, 63 and 65 licenses. Jacob has experience providing financial planning, portfolio management for individuals and businesses and also provides insurance services. Previously, Jacob was with Northwestern Mutual Investment Services LLC where he served as a financial advisor and had various other positions with Northwestern Mutual, Medpricer, Delphi and Northwestern Mutual Wealth Management Company.

Firm Information

Jacob Raska is currently registered with Carrera Capital Advisors. Carrera Capital Advisors is an investment advisory firm located in Troy, MI. With a team of seven licensed agents and one investment adviser representative, they manage over $617 million in assets for 1,360 accounts. Carrera Capital Advisors provides financial planning, portfolio management for individuals and businesses, and other investment services. They cater to a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension plans, investment companies, and charitable organizations.
Carrera Capital Advisors

901 WILSHIRE DRIVE

TROY, MI 48084-5611

$617.32M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Raska’s Registration & Firm History

MI

05/20/2024 - Present

Carrera Capital Advisors (TROY MI)

MI

11/09/2017 - 05/16/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

Not sure if Jacob Andrew Raska is right for you?

Licenses & Designations

IA

Issued 04/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Andrew Raska.
Not sure if Jacob Andrew Raska is right for you?