Vice President, Chief Administrative Officer · Intelligent Capitalworks
Jennifer J. Rossi
CRD 5657858 · Named on Form ADV at one SEC-registered adviser
At a glance
Intelligent Capitalworks, an SEC-registered wealth manager based in Scottsdale, AZ with $377 million in regulatory assets, lists Jennifer J. Rossi on its Form ADV as Vice President, Chief Administrative Officer.
Firms and roles
- Intelligent CapitalworksVice President, Chief Administrative OfficerWealth manager · Scottsdale, AZ · $377M in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Consultant
- Exams
- –
- Registered in
- 6 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jennifer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vincent H. RossiPresident, Chief Investment Officer, Intelligent Capitalworks
- Jillian S. CarlsonChief Compliance Officer, Intelligent Capitalworks
- Charles V. RossiVice President, Intelligent Capitalworks
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.