Jody Adam Rosen

COMPASS POINT ASSET MANAGEMENT, LLC·WASHINGTON, District of Columbia

Unclaimed Profile

1055 THOMAS JEFFERSON ST., NW, WASHINGTON, DC 20007CRD# 5802796Firm CRD# 172702

About

Jody Adam Rosen is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with COMPASS POINT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Firm Overview

Firm

COMPASS POINT ASSET MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at COMPASS POINT ASSET MANAGEMENT, LLC →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 5802796

Firm CRD# 172702

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jody Adam Rosen offer?

Jody Adam Rosen is a registered financial advisor in WASHINGTON, District of Columbia. Contact their office for details on services offered.

What are Jody Adam Rosen's credentials?

Jody Adam Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jody Adam Rosen located?

Jody Adam Rosen is based in WASHINGTON, District of Columbia, working with COMPASS POINT ASSET MANAGEMENT, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How large is COMPASS POINT ASSET MANAGEMENT, LLC?

COMPASS POINT ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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