Unclaimed Profile

Jeff Darin Rosenberger

GUIDELINE, INC.·BURLINGAME, California

Series 65Clean record13 years registeredGUIDELINE, INC.

1412 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 4018505Firm CRD# 281515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Darin Rosenberger · BURLINGAME, CA

Registration

CRD #4018505 · GUIDELINE, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GUIDELINE, INC.

GUIDELINE INVESTMENTS, LLC

Nov 2016 – Jan 2026

BURLINGAME, CA

WEALTHFRONT

Jun 2013 – Mar 2016

REDWOOD CITY, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 10, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUIDELINE, INC.

CRD 281515 · SEC 801-106732

AUM

$11.7B

Regulatory assets under management

Employees

644,684 client accounts

Services offered by GUIDELINE, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GUIDELINE, INC. →

Introduction

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Frequently Asked Questions

What services does Jeff Darin Rosenberger offer?

Jeff Darin Rosenberger specializes in Investment Management, Fee-Only Advisory.

What are Jeff Darin Rosenberger's credentials?

Jeff Darin Rosenberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Darin Rosenberger located?

Jeff Darin Rosenberger is based in BURLINGAME, California, last registered with GUIDELINE, INC..

How does Jeff Darin Rosenberger charge for services?

Jeff Darin Rosenberger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUIDELINE, INC.?

GUIDELINE, INC. has approximately 7 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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