Unclaimed Profile

John David Rock

MATHESON & ROCK WEALTH MANAGEMENT, LLC·DAVENPORT, Iowa

SIE, Series 7, Series 669 years registeredMATHESON & ROCK WEALTH MANAGEMENT, LLC

2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 6649818Firm CRD# 289603

Profile Verification

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

Identity

John David Rock · DAVENPORT, IA

Registration

CRD #6649818 · MATHESON & ROCK WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

MATHESON & ROCK WEALTH MANAGEMENT, LLC

Apr 2018 – present

DETALUS ADVISORS, LLC

Aug 2016 – Nov 2017

Davenport, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 19, 2016

Years registered · 9

Disclosure History

2021Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MATHESON & ROCK WEALTH MANAGEMENT, LLC

CRD 289603 · SEC 801-114867

AUM

$386M

Regulatory assets under management

Employees

957 client accounts

Services offered by MATHESON & ROCK WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John David Rock offer?

John David Rock specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.

What are John David Rock's credentials?

John David Rock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Rock located?

John David Rock is based in DAVENPORT, Iowa, working with MATHESON & ROCK WEALTH MANAGEMENT, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.

How does John David Rock charge for services?

John David Rock's firm is compensated through percentage of aum, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATHESON & ROCK WEALTH MANAGEMENT, LLC?

MATHESON & ROCK WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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