Managing Partner · Rosenberg Wealth Advisors
Jordan S. Rosenberg
CRD 5538189 · Named on Form ADV at one SEC-registered adviser
At a glance
Rosenberg Wealth Advisors, an SEC-registered wealth manager based in Birmingham, MI with $231 million in regulatory assets, lists Jordan S. Rosenberg on its Form ADV as Managing Partner, a control person.
Firms and roles
- Rosenberg Wealth AdvisorsManaging PartnerWealth manager · Birmingham, MI · $231M in regulatory assets
AtlasMembers
Jordan’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Daniel B. RosenbergManaging Partner and Chief Compliance Officer, Rosenberg Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.