Unclaimed Profile

Jason Robert Lilly

BRIGHT ROCK CAPITAL MANAGEMENT LLC·ROCKLAND, Massachusetts

Clean recordBRIGHT ROCK CAPITAL MANAGEMENT LLC

288 UNION STREET, ROCKLAND, MA 02370CRD# 3188023Firm CRD# 152820

Profile Verification

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

Identity

Jason Robert Lilly · ROCKLAND, MA

Registration

CRD #3188023 · BRIGHT ROCK CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Robert Lilly is a registered financial advisor based in ROCKLAND, Massachusetts, affiliated with BRIGHT ROCK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BRIGHT ROCK CAPITAL MANAGEMENT LLC

AUM

$483M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIGHT ROCK CAPITAL MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3188023

Firm CRD# 152820

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Robert Lilly offer?

Jason Robert Lilly specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKLAND, Massachusetts for a consultation.

What are Jason Robert Lilly's credentials?

Jason Robert Lilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Robert Lilly located?

Jason Robert Lilly is based in ROCKLAND, Massachusetts, working with BRIGHT ROCK CAPITAL MANAGEMENT LLC. Their office serves clients in the ROCKLAND metropolitan area and surrounding communities.

How does Jason Robert Lilly charge for services?

Jason Robert Lilly'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 BRIGHT ROCK CAPITAL MANAGEMENT LLC?

BRIGHT ROCK CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $483M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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