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CRD#: 325343

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

JACKSON ROSE MANAGEMENT, LLC is located at 16 6th Avenue, Seaside Park, NJ 08752. JACKSON ROSE MANAGEMENT, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JACKSON ROSE MANAGEMENT, LLC’s clients are individuals and 0% of their clients are high net worth individuals. JACKSON ROSE MANAGEMENT, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JACKSON ROSE MANAGEMENT, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JACKSON ROSE MANAGEMENT, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JACKSON ROSE MANAGEMENT, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for JACKSON ROSE MANAGEMENT, LLC Comes From

Understanding the Statistics for JACKSON ROSE MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
16 6th Avenue, Seaside Park, NJ 08752
Phone Number
(732) 580-3073
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DEROSA, KEVIN, JOHNMANAGING MEMBER06/20212314895
SHEEHAN, MICHAEL, JOHNOWNER04/20236087252

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Advisor's working at JACKSON ROSE MANAGEMENT, LLC

Alicia May Larson
AdvisorCheck Check Mark

Alicia May Larson

Alice May Gomes, Alicia Gomes, Alicia M Larson
IAR
RR
CRD#: 2213656
Location:
Berkley, MA
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
33 years
View Profile
Philip Joel Richman
AdvisorCheck Check Mark

Philip Joel Richman

Phil Richman
IAR
CRD#: 2838530
CFP®: Certified Financial Planner
Location:
Portland, OR
Company:
CICLO WEALTH LLC
Disclosures:
Experience:
26 years
View Profile
MW
AdvisorCheck Check Mark

Mark Andrew Witaschek

IAR
CRD#: 1200467
Location:
Tullahoma, TN
Company:
AURELIUS FAMILY OFFICE, LLC
Disclosures:
Experience:
41 years
View Profile
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