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Jade Aaron Rossback

WEALTHSPAN INVESTMENT MANAGEMENT
GRAND RAPIDS, MI
·CRD# 4525844·24 years experience

Professional Summary

Jade Aaron Rossback is a registered financial advisor currently at WEALTHSPAN INVESTMENT MANAGEMENT, LLC located in Grand Rapids, Michigan and AI ALPHA LLC located in Grand Rapids, Michigan. Jade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jade has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

WEALTHSPAN INVESTMENT MANAGEMENT, LLC·CRD# 309553
RIA
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512
August 9, 2023 - Present
AI ALPHA LLC·CRD# 334908
RIA
5030 Corporate Exchange Blvd. Suite 201, Grand Rapids, MI 49512
March 14, 2025 - Present
ADVISOR SHARE WEALTH MANAGEMENT, LLC·CRD# 307997
RIA
Hudsonville, MI
March 16, 2026 - Present
BROOKSTONE ASSET MANAGEMENT, LLC·CRD# 153467
RIA
Grand Rapids, MI
January 6, 2015 - December 31, 2021
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Wheaton, IL
January 6, 2015 - August 2, 2023
ADVISORY ALPHA, LLC·CRD# 158282
RIA
Grand Rapids, MI
July 1, 2014 - November 7, 2014
CETERA ADVISORS LLC·CRD# 10299
RIA
Caledonia, MI
January 3, 2013 - May 12, 2014
CETERA ADVISORS LLC·CRD# 10299
BD
Caledonia, MI
November 30, 2012 - May 12, 2014
USA FINANCIAL SECURITIES LLC·CRD# 103857
BD
Ada, MI
August 14, 2002 - December 16, 2011

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Current Firm

AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Phone Number

(866) 232-3251

# of Employees

47

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (8/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,531

AUM (Assets Under Management)

$376,943,321

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. SELF EMPLOYED STARTED 9/2001-PRESENT; INDEPENDENTLY SELLS ANNUITIES AND LIFE INSURANCE. THESE SALES OCCUR VERY INFREQUENTLY. 1 HOUR A MONTH. IF WRITTEN BUSINESS DOES HAPPEN ITS BECAUSE SOMEONE CAME TO HIM FOR HELP IE. FRIENDS OR FAMILY 2. Advisor Share Wealth Management; investment related: Yes; Location of the business: 13215 SE MILL PLAIN BLVD SUITE C8-321 VANCOUVER WA 98684 USA; Description of the business: Advisor Share Wealth Management is a registered investment adviser that provides investment advisory services, including financial planning and portfolio management. My role is limited to providing advisory services and supporting client relationships within the firm's supervisory framework. Responsibilities Duties: Provide investment advisory services to clients, including financial planning and portfolio management support. Participate in client onboarding, communications, and ongoing relationship management, all under the firm's supervision and in accordance with its compliance policies and procedures. Start date with business: 2026-03-30; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 80;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Michigan
(8/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 2007About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2002About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jade Aaron Rossback's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JR
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