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Jennifer Jill Rossi

ICW INVESTMENT ADVISORS, LLC·SCOTTSDALE, Arizona
Clean record1 years registeredICW INVESTMENT ADVISORS, LLC
16427 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85254-1595CRD# 5657858Firm CRD# 135081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Jill Rossi · SCOTTSDALE, AZ
Registration
CRD #5657858 · ICW INVESTMENT ADVISORS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

INTELLIGENT CAPITALWORKS
Feb 2025 – present
02

Registrations & Exams

Registration record
First registered · February 24, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ICW INVESTMENT ADVISORS, LLC
CRD 135081 · SEC 801-64460
AUM
$298M
Regulatory assets under management
Employees
6
302 client accounts
Services offered by ICW INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ICW INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jennifer Jill Rossi offer?
Jennifer Jill Rossi specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jennifer Jill Rossi's credentials?
Jennifer Jill Rossi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Jill Rossi located?
Jennifer Jill Rossi is based in SCOTTSDALE, Arizona, working with ICW INVESTMENT ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jennifer Jill Rossi charge for services?
Jennifer Jill Rossi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ICW INVESTMENT ADVISORS, LLC?
ICW INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ICW INVESTMENT ADVISORS, LLC

Charles Vincent Rossi
SCOTTSDALE, AZ
Vincent Harl Rossi
SCOTTSDALE, AZ
CFP

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Research
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