Jorge Luis Rosas
Investment Adviser Representative at Empirical Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jorge Luis Rosas is an investment adviser representative with Empirical Wealth Management in Portland, OR, where they have been registered since 2023. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Aldrich Wealth LP and Brighton Jones LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
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.
- Brighton JonesJan 2021 – May 2023Portland, OR
- Geffen MesherNov 2018 – Dec 2020Portland, OR
- Gerber GEARAug 2018 – Nov 2018Portland, OR
- Matthews & Associates CPAS, PCJan 2018 – Aug 2018Portland, OR
- NEIL KellyNov 2017 – Dec 2017Portland, OR
- Robert HALF - AccountempsJan 2017 – Nov 2017Portland, OR
- QUE PASA CantinaMar 2013 – Feb 2017Portland, OR
- Aldrich Wealth LPMay 2023 – Sep 2023Lake Oswego, OR
- Empirical Wealth ManagementDec 2023 – no end date reportedPortland, OR
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Empirical Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $3,000,000 (waivable)
- Estimated blended rate
- 0.01
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
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Seattle, WA
- SEC file number:
- 801-72168
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Empirical Wealth Management
Showing 12 of 68 in the directory
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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. Jorge Luis Rosas 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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