Broker Check

Milwaukee Office

6320 West Forest Home Avenue
Milwaukee, WI 53220
Jason R. Rose AFSP, IAR

Jason R. Rose AFSP, IAR

Tax Preparer, Investment Advisory Representative

Jason Rose received his Bachelor's degree in communications from the University of Wisconsin-Milwaukee in 2000. He joined Acc-U-Rite Tax Service in 2010 as a full time seasonal tax preparer. In 2011 Jason attained his Wisconsin Life and Variable insurance licenses, as well as his series 7 and 63 securities licenses through his affiliation with Avantax Investment Servicesâ„  and began working year 'round at Acc-U-Rite. In 2012 Jason attained his series 65 Investment Advisory Representative (IAR) license also through his affiliation with Avantax Investment Servicesâ„ . When not at the office, Jason is a family man with a wife and four children who keep him busy with their many and varied activities.