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Jacob Henry Roos

49 Financial

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About Jacob Henry Roos

Jacob Roos is a financial advisor with 49 Financial, located in Austin, Texas. Jacob Roos is a registered investment advisor representative and a registered representative. Jacob Roos has been in the financial industry since July 2021 and is licensed in several states. Jacob Roos specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Jacob Roos is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jacob Roos’s Registration & Firm History

TX

01/03/2023 - Present

49 Financial (AUSTIN TX)

TX

07/27/2021 - 01/18/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

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Licenses & Designations

IA

Issued 04/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Henry Roos.
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