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Jake Rosley Email & Phone Number
Financial Advisor
at
Fortune Financial Group, Inc.
1 work email found
@mtrustcompany.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Naples, Florida, United States
Company size
Who is Jake Rosley? Overview
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Quick answer
Jake Rosley is listed as Financial Advisor at Fortune Financial Group, Inc., a company with 7 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at mtrustcompany.com and a matched LinkedIn profile for Jake Rosley.
Jake Rosley previously worked as Associate at Fortune Financial Group, Inc. and Senior Associate at Stenson Tamaddon. Jake Rosley holds Bachelor'S Degree, Finance And Financial Management Services from Depaul University.
Company email context
Email format at Fortune Financial Group, Inc.
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{first_initial}{last}@mtrustcompany.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jake Rosley. Compare company email patterns before reaching out.
Profile bio
About Jake Rosley
Strong passions in sales, wealth management, alternative investments, entrepreneurship, and helping others. Majored in Finance at DePaul-Driehaus College of Business.
Listed skills include Leadership, Networking, Microsoft Office, Seller Representation, and 11 others.
Current workplace
Jake Rosley's current company
Company context helps verify the profile and gives searchers a useful next step.
Fortune Financial Group, Inc.
11 roles
Jake Rosley work experience
A career timeline built from the work history available for this profile.
Associate
Current
Aug 2023 - Present
Senior Associate
Jan 2023 - Jul 2023
Account Executive
-Deliver optimal financial results with minimal disruption to client business operations-Specializing in tax incentives to support small-midsized Businesses-Starting and establishing our Chicago location-Produced over $1 million in revenue within first 3 months
Jul 2022 - Jan 2023
National Account Manager
Mar 2022 - Jul 2022
Relationship Specialist- Investor Services
May 2021 - Nov 2021
Private Wealth Management Intern
- Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and.
- Assisted with the development and implementation of the company’s direct marketing program
- Called corporate executives to encourage them to receive information regarding the consulting group
- Attended weekly informational sessions presented by upper-level executives on the firm’s trademarked Retirement Roadmap approach
Oct 2020 - Apr 2021
Pitching Instructor
Lisle Wolves Baseball 9U-11U
Dec 2018 - Oct 2020
Financial Representative
Mar 2019 - Sep 2019
Offical
Jun 2017 - Aug 2018
May 2017 - Jun 2017
3 education records
Jake Rosley education
Bachelor'S Degree, Finance And Financial Management Services
Depaul University
Business Administration And Management, General
Ventura College
Business Administration And Management, General
Illinois Central College
FAQ
Frequently asked questions about Jake Rosley
Quick answers generated from the profile data available on this page.
What company does Jake Rosley work for?
Jake Rosley works for Fortune Financial Group, Inc..
What is Jake Rosley's role at Fortune Financial Group, Inc.?
Jake Rosley is listed as Financial Advisor at Fortune Financial Group, Inc..
What is Jake Rosley's email address?
AeroLeads has found 1 work email signal at @mtrustcompany.com for Jake Rosley at Fortune Financial Group, Inc..
Where is Jake Rosley based?
Jake Rosley is based in Naples, Florida, United States while working with Fortune Financial Group, Inc..
What companies has Jake Rosley worked for?
Jake Rosley has worked for Fortune Financial Group, Inc., Stenson Tamaddon, Celero Commerce, Millennium Trust Company, and The Mather Group.
Who are Jake Rosley's colleagues at Fortune Financial Group, Inc.?
Jake Rosley's colleagues at Fortune Financial Group, Inc. include Michael Kelly and Christine Kalivas, Cfp®, Cdfa®.
How can I contact Jake Rosley?
You can use AeroLeads to view verified contact signals for Jake Rosley at Fortune Financial Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jake Rosley attend?
Jake Rosley holds Bachelor'S Degree, Finance And Financial Management Services from Depaul University.
What skills is Jake Rosley known for?
Jake Rosley is listed with skills including Leadership, Networking, Microsoft Office, Seller Representation, Marketing, Real Estate, Business Analysis, and Communication.
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