Jacob Rokosz
Investment Adviser Representative at Empower Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Rokosz is an investment adviser representative with Empower Advisory Group, LLC in Annville, PA, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Florida Financial Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
46 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial Advisors DBA Tristate Financial AdvisorsJun 2023 – May 2024Philadelphia, PA
- Wyoming Valley Country ClubDec 2021 – Aug 2022Wilkes-Barre, PA
- Domino's PizzaMar 2021 – Jul 2021Shippensburg, PA
- Carbon Sales Co.Feb 2017 – Aug 2019Wilkes-Barre, PA
- Shippensburg UniversityAug 2019 – May 2023Shippensburg, PA
- Holy Redeemer High SchoolAug 2015 – May 2019Wilkes-Barre, PA
- Trinity Wealth Securities, LLCApr 2024 – May 2024Philadelphia, PA
- EmpowerJun 2024 – no end date reportedScranton, PA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Empower Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,855
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Greenwood Village, CO
- SEC file number:
- 801-58105
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Empower Advisory Group, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Rokosz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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