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Joy Elizabeth Rose

BARCLAY BRELAND FAMILY OFFICE LLC·JUPITER, Florida
Unclaimed Profile
500 UNIVERSITY BLVD., JUPITER, FL 33458CRD# 2625210Firm CRD# 168626
01

About

Joy Elizabeth Rose is a registered financial advisor based in JUPITER, Florida, affiliated with BARCLAY BRELAND FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARCLAY BRELAND FAMILY OFFICE LLC
BARCLAY BRELAND FAMILY OFFICE
AUM
$73M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARCLAY BRELAND FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2625210
Firm CRD# 168626
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joy Elizabeth Rose offer?
Joy Elizabeth Rose specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Joy Elizabeth Rose's credentials?
Joy Elizabeth Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joy Elizabeth Rose located?
Joy Elizabeth Rose is based in JUPITER, Florida, working with BARCLAY BRELAND FAMILY OFFICE LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Joy Elizabeth Rose charge for services?
Joy Elizabeth Rose'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 BARCLAY BRELAND FAMILY OFFICE LLC?
BARCLAY BRELAND FAMILY OFFICE LLC has approximately 2 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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