Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$495K average
Assets Under Management
$107.0M
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Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jake works as a dockmaster at Freedom Boat Club. This activity is not investment-related.

Employment History
Current Registrations
Fortune Financial Group, INC.
February 2025 - Present · 1 yr
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.
Jake H Rosley - Financial Advisor | TrueAdvisor