General Information

Jeff Rose
Fool Since:
December 12 2010
Where I Live:
Carbondale, IL
Where I Grew Up:
Carterville, IL

Investing Basics

Investing Experience:
Risk Tolerance:
Investing Style:
Mutual Funds
Portfolio Size:
Medium (4-12 Stocks)

Investing Favorites


Investing Expertise

My Area of Expertise:
Financial Planning

Education And Work Information

School(s) Attended
Southern Illinois University-Carbondale
Job Title
Certifed Financial Planner
Company / Organization
Alliance Investment Planning Group


Personal Quote:
Rest? Plenty time for that when I'm gone. It's time to live it up and enjoy life.
My Interests:
Crossfit, blogging, personal finance, military
Favorite Restaurants or Foods:
In-N-Out Burger
Favorite Sports or Teams:
St. Louis Cardinals
Favorite Movies:
Boiler Room, Wall Street, Swingers, Old School, Black Hawk Down, Hurt Locker
Great Books Read Recently:
Unmarketing, 4 Hour Work Week, Crush It, The Big Short

An Interview with jeffrosecfp

Last updated: 12/12/2010
The Fool:
What's been your best investment to date, and how did you discover it?
Under Armour. I used to think the clothing was way overpriced until I was deployed overseas and it was 140 degrees. I wore it everyday: underwear, undershirt, socks, and a skull cap. When they went IPO, I called my office from Iraq to buy as much as I could afford. Now I'm an unpaid Under Armour spokesperson.

My Story

I started my career as a financial advisor in Carbondale, IL with A.G. Edwards & Sons in 2001. Always excited to meet new people and having a unique interest in the financial markets, being a financial planner was the perfect fit for my career. I spent 9 years in the National Guard (originally joined when I was living in California) and was deployed to Iraq in 2005 to do military police maneuvers. I returned safely in March of 2006 and resumed my career. 2007 was a busy year as I became a Certified Financial Planner, started a new investment firm after my old one was bought out by a huge bank, and welcomed my first son. We now have a second son and are expecting our third in 2011. My passions are personal finance and educating those on the basics of investing. This led me to becoming a financial planner and also creating my blog Good Financial Cents. I'm also working on my first book that I have entitled Soldier of Finance. You can see the blog and videos that I have made for the site here. Jeff Rose may only discuss/transact business in the following states: AZ, CA, CO, FL, IL, IN, KY, MO, NJ, NV Securities offered through LPL Financial, Member FINRA/SIPC.