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JR

John R. Roesset

CONSCIENTIA FAMILY OFFICE
Miami, FL 33131
Some features on this profile are disabled
CRD#: 2416500
JR

Professional summary

John Richard Roesset, who also goes by John Roesset, John R. Roesset, John R. Roësset, is a registered financial advisor currently at CONSCIENTIA FAMILY OFFICE, LLC located in Miami, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Roesset | John R. Roesset | John R. Roësset

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business name: JRR Asset Management LLC It is investment-related to the clients serviced. Address: 798 NE 98th St Miami Shores, FL 33138 Nature of business: FInancial Advisor Position/Title Relationship: Owner President Start Dade: 03/2017 Approximate hours a month devoted: 80 The number of hours devote during securities trading hours: 40 a month (2 a day) Duties: Provide Financial Advice and manage operational aspects of the clients alternative investments.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Roesset's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 22, 2025 - Present

CONSCIENTIA FAMILY OFFICE, LLC

Office #1: 1395 Brickell Ave. Suite 690, Miami, FL 33131
RIA
CRD#: 307727
Miami, FL
Past

November 23, 2020 - May 23, 2022

GREYTOWN ADVISORS

RIA
CRD#: 166629
MIAMI, FL
Past

August 25, 2017 - June 28, 2019

BIGSUR PARTNERS, LLC

RIA
CRD#: 146511
MIAMI, FL
Past

May 29, 2007 - July 22, 2016

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

May 29, 2007 - July 22, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

October 20, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
NEW YORK, NY
Past

October 13, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
NEW YORK, NY
Past

October 15, 1996 - March 10, 1998

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

January 3, 1994 - October 1, 1996

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/13/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/22/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/19/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/12/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/15/2010
General Securities Sales Supervisor - Options Module Examination

Current Firm

CF
CONSCIENTIA FAMILY OFFICE, LLC
CONSCIENTIA FAMILY OFFICE, LLC

CRD#: 307727 / SEC#:

Florida
Registered Investment Advisory firm - (6/17/2020 Approved)
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Contact information

Main Address
1395 Brickell Ave. Suite 690, Miami, FL 33131
Mailing Address
Phone number
(786) 442-7378
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 92,716,241

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONSCIENTIA FAMILY OFFICE, LLC

CRD#: 307727Miami, FL 33131

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