Edward Rojas has been CEO of 401k Generation since May 2014, is a control person of the firm and directly owns between 50% and 75% of it. Edward Rojas holds a Bachelor's degree in History from the University of Florida.
401k Generation is an Altamonte Springs,, FL firm with $156M under management, 158 clients and 6 advisers in one office, as of its March 2026 filing.
Eddie Rojas is Chief Executive Officer of 401k Generation, based in Altamonte Springs, FL. He founded the firm in March 2009 to provide 401k administration. Rojas has over 22 years' experience in the 401k industry and leads the company as it provides solutions to small and medium size businesses across America.
- 401k GenerationCurrent– present · 12 yearsAltamonte Springs,, FL · Adviser representative · Firm CRD 154279
Investment adviser representative registrations
Edward Rojas is registered as an investment adviser representative in Florida, since February 2014.
- FloridaSince 24 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2014 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6193740
- Firm
- 401k Generation · CRD 154279
- Role
- CEO
- Office
- 237 S WESTMONTE DRIVE, SUITE 300, Altamonte Springs,, FL 32714
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 401kgeneration.com
Where does Edward Rojas work?
Edward Rojas has been CEO of 401k Generation since May 2014, and is a control person of the firm.
Is Edward Rojas a financial advisor?
Yes. Edward Rojas has a current investment-adviser registration in Florida, through 401k Generation since February 2014.
How many years of experience does Edward Rojas have?
Edward Rojas has 12 years in the financial industry, since February 2014, across 1 adviser firm.
What exams has Edward Rojas passed?
Edward Rojas passed the Series 65 in January 2014.
Where is Edward Rojas based?
Edward Rojas’ registered office is in Altamonte Springs,, FL.
Is Edward Rojas registered with FINRA?
No. Edward Rojas has no current broker registration.
How can I verify Edward Rojas’ record?
Search CRD 6193740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Rojas’ full registration record.