Unclaimed Profile

Jarrett Todd Bostwick

SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, Delaware

SIE, Series 7, Series 63, Series 65Clean record23 years registeredSPEARHEAD ADMINISTRATIVE SERVICES, LLC

3828 KENNETT PIKE, GREENVILLE, DE 19807CRD# 4651736Firm CRD# 319289

Profile Verification

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

Identity

Jarrett Todd Bostwick · GREENVILLE, DE

Registration

CRD #4651736 · SPEARHEAD ADMINISTRATIVE SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ROCKEFELLER CAPITAL MANAGEMENT

Oct 2023 – present

ROCKEFELLER CAPITAL MANAGEMENT

Jun 2022 – present

SPEARHEAD CAPITAL ADVISORS, LLC

Aug 2017 – Jun 2022

WELLINGTON, FL

ERNST & YOUNG INVESTMENT ADVISERS LLP

Apr 2003 – Oct 2003

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

CRD 319289 · SEC 801-123610

AUM

$1.2B

Regulatory assets under management

Employees

293 client accounts

Services offered by SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jarrett Todd Bostwick offer?

Jarrett Todd Bostwick specializes in Retirement Planning, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.

What are Jarrett Todd Bostwick's credentials?

Jarrett Todd Bostwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jarrett Todd Bostwick located?

Jarrett Todd Bostwick is based in GREENVILLE, Delaware, working with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Jarrett Todd Bostwick charge for services?

Jarrett Todd Bostwick's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPEARHEAD ADMINISTRATIVE SERVICES, LLC?

SPEARHEAD ADMINISTRATIVE SERVICES, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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