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Jason Robert Lilly

BRIGHT ROCK CAPITAL MANAGEMENT LLC·ROCKLAND, Massachusetts
Series 6, Series 7, Series 63, Series 65Clean record24 years registeredBRIGHT 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

XYPN INVEST
Mar 2025 – present
ARQ WEALTH ADVISORS, LLC
Apr 2016 – Mar 2017
SCOTTSDALE, AZ
VANGUARD ADVISERS INC
Aug 2002 – Jul 2005
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 14, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT ROCK CAPITAL MANAGEMENT LLC
CRD 152820 · SEC 801-71081
AUM
$483M
Regulatory assets under management
Employees
5
2 client accounts
Services offered by BRIGHT ROCK CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at BRIGHT ROCK CAPITAL MANAGEMENT LLC →
Introduction

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05

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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Other Advisors at BRIGHT ROCK CAPITAL MANAGEMENT LLC

Alan Edward Norton
ROCKLAND, MA
Garth Andrew O'leary
HANOVER, MA

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Research
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