Broker Check

Milwaukee Office

6320 West Forest Home Avenue

Milwaukee, WI 53220
Jason R. Rose EA, Investment Advisor Representative

Jason R. Rose EA, Investment Advisor Representative

President

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.  Now he stays at home with his wife and watches the kids explore and map out their own paths into the world, occasionally offering some sage advice when needed.  Travelling is one of Jason & Stephanie's favorite activities, though there has been little enough opportunity for it recently.  Reading in a quiet library surrounded by books is, by far, Jason's favorite solitary activity.