Broker Check
Jason  Rose

Jason Rose

President, EA, Investment Advisor 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„ .  In 2020, Jason purchased Acc-U-Rite Tax Service, Inc from Paul and is now President. 

When not at the office, Jason is a family man with a wife, Stephanie, and four children.  Fortunately, and unfortunately, their four children have grown into young adults with their own lives.  

Their oldest daughter is now married and had their first child in 2023, which makes Jason a Grandfather.  (I don't feel old enough to be a Grandpa!)  Their second child, a son, has graduated college and is currently in an Academy as a Cadet and will be a police officer by the end 2023.  Their third child, a daughter, is currently off at college studying Business and is on track to graduate in 2025.  Their fourth child, the youngest son, is still at home while attending college with an eye on IT Cybersecurity as his major.  The house is feeling empty with three of the four kids out of the house and all four are blazing their own trails in the world.  Though they still call and ask for some sage advice every so often.

Travelling is one of Jason & Stephanie's favorite activities.  Reading in a quiet library surrounded by books is, by far, Jason's favorite solitary activity.  In fact, when the oldest moved out her room turned into a Library with plenty of bookcases and a couple of comfortable reading chairs.

This ends the professional biography and we get into my more personal side and unique sense of humor.

I would not be a proud Grandpa if I didn't post a cute picture of my Grandson.  My daughter texted me this picture and I responded that this picture was perfect for some baby advertising campaign.  She thought she was being funny when she put a quick slogan together and sent it to me.  I told her I was going to post it on the website.  So, here it is, with her permission!

Grandchild Photo