Jacob Rothenberg

Meet Our Expert Financial Advisory Team

Jacob Rothenberg

Financial Advisor & Client Relationship Specialist

Jacob’s work ethic is one marked by a dedication to excellence and wholeheartedly serving clients. As both a student and a veteran of the military, Jacob has demonstrated commitment and tenacity, working towards a finance degree while amassing real-world experience. Before joining OLV, Jacob spent 20 years honing his expertise in home financing, guiding countless individuals through one of their most significant life decisions.

 

2024 witnessed a pivotal shift in Jacob’s career path as he embraced the role of Financial Advisor & Client Relationship Specialist at OLV Investment Group. His objective is clear: to cultivate enduring relationships with clients, providing a platform for financial growth and personal connection. With an array of licenses including Series 66, Series 65, as well as Life and Health, Jacob has quickly become a staple in our Texas office.

 

Driven by a core philosophy of integrity and reliability, Jacob believes in doing the right thing, anchored by his faith and a forward-looking attitude. Away from the numbers and charts, Jacob is deeply woven into the fabric of Prosper, TX, where he resides with his wife Alissa, their three children, and Hazyl, the family dog.

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OLV Investment Group does not use WhatsApp or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. OLV provides investment advice only to clients or investors with whom it has a contractual relationship. OLV does not provide investment or other advice to non-clients.

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