77 Financial Group

Jacob Rogers is a financial advisor with 77 Financial Group in Carlsbad, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining 77 Financial Group, he worked for the City of San Marcos and American Medical Response. 77 Financial Group serves individual investors, retirement plan participants and sponsors, trusts, and estates by providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and offers in-house tax and accounting services along with educational seminars and pension consulting.

James Walters is a financial advisor with 9 years of industry experience, currently with 77 Financial Group. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Verus Capital Partners, and Lincoln Financial Advisors. Outside of his advisory role, he is involved as an insurance producer with Branca-Rampart Agency Inc. 77 Financial Group serves individual investors, retirement plan participants and sponsors, trusts, and estates by providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and offers in-house tax and accounting services, educational seminars, and participant-focused pension consulting.

Brandon West is a financial advisor at 77 Financial Group with one year of industry experience. He holds a Series 65 designation and has prior experience at First Door Marketing and as a CPA. Outside of finance, he owns and manages Top Tier Escape Rooms, an entertainment service business focused on designing and operating escape rooms. 77 Financial Group serves individual investors, retirement plan participants, trusts, estates, and other entities by providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, and offers tax and accounting services alongside educational seminars and participant-focused pension consulting.