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JS

John E. Stillman

ROSEWOOD WEALTH MANAGEMENT
Durham, NC
Some features on this profile are disabled
CRD#: 6395330
JS

Professional summary

John Edwin Stillman is a registered financial advisor currently at ROSEWOOD WEALTH MANAGEMENT located in Durham, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 John Edwin Stillman'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

December 2, 2016 - Present

ROSEWOOD WEALTH MANAGEMENT

RIA
CRD#: 284837
Durham, NC
Past

December 2, 2016 - April 3, 2023

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Durham, NC
Past

October 14, 2014 - December 1, 2016

MADRONA FINANCIAL & CPAS

RIA
CRD#: 115753
Durham, NC

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
North Carolina
(12/2/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2014
Uniform Investment Adviser Law Examination

Current Firm

RW
ROSEWOOD WEALTH MANAGEMENT
CAROLINA WEALTH STEWARDS | ROSEWOOD WEALTH MANAGEMENT | CAROLINA WEALTH STEWARDS, LLC

CRD#: 284837 / SEC#:

North Carolina
Registered Investment Advisory firm - (12/2/2016 Approved)
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Contact information

Main Address
Durham, NC
Mailing Address
Phone number
(919) 391-3446
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts484
AUM (Assets Under Management)$ 84,223,974

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

ROSEWOOD WEALTH MANAGEMENT

CRD#: 284837Durham, NC

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