Jennifer M Mitchell
Investment adviser representative at Castle Rock Wealth Management, LLC
30 yearsExperience
1 stateRegistered in
$587.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Private Client ServicesFeb 2018 to now
- Castle Rock Wealth Management, LLCNov 2016 to now
- First Allied Advisory Services, Inc.Jul 2012 to Feb 2018
- First Allied Securities, Inc.Jun 2005 to Feb 2018
- Round Hill Securities, Inc.Mar 1996 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Castle Rock Wealth Management, LLC
$587.1MAssets managed
2,040Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2426449
- Firm CRD
- 199513