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JR

Jennifer J. Rossi

INTELLIGENT CAPITALWORKS
Scottsdale, AZ 85254-1595
Some features on this profile are disabled
CRD#: 5657858
JR

Professional summary

Jennifer Jill Rossi, who also goes by Jennifer Jill Ebert, Jennifer Jill Ramer, Jennifer Jill Vamvakias, is a registered financial advisor currently at INTELLIGENT CAPITALWORKS located in Scottsdale, Arizona.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jennifer has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Jill Ebert | Jennifer Jill Ramer | Jennifer Jill Vamvakias

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Jill Rossi's CRS (Customer Relationship Summary).
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

February 24, 2025 - Present

INTELLIGENT CAPITALWORKS

Office #1: 16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595
RIA
CRD#: 135081
Scottsdale, AZ

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".
INTELLIGENT CAPITALWORKS
INTELLIGENT CAPITALWORKS
ICW INVESTMENT ADVISORS, LLC | INTELLIGENT CAPITALWORKS | INSPIRED CAPITALWORKS

CRD#: 135081 / SEC#: 801-64460

RIA
Registered Investment Advisory firm - (6/23/2005 Approved)

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
Arizona
(3/14/2025)
IAR
California
(2/24/2025)
IAR
Delaware
(2/24/2025)
IAR
Florida
(3/12/2025)
IAR
Louisiana
(6/6/2025)
IAR
Texas
(2/24/2025)

Exams

Current Firm

INTELLIGENT CAPITALWORKS
INTELLIGENT CAPITALWORKS
ICW INVESTMENT ADVISORS, LLC | INTELLIGENT CAPITALWORKS | INSPIRED CAPITALWORKS

CRD#: 135081 / SEC#: 801-64460

RIA
Registered Investment Advisory firm - (6/23/2005 Approved)
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Contact information

Main Address
16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595
Mailing Address
Phone number
(480) 951-2900
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ICW INVESTMENT ADVISORS LLC (8/12/2025)

Regulatory assets under management

Total Number of Accounts332
AUM (Assets Under Management)$ 355,700,000

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

INTELLIGENT CAPITALWORKS

INTELLIGENT CAPITALWORKS

CRD#: 135081Scottsdale, AZ 85254-1595

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