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Jody John Rossiter

Investment adviser representative at Alesco Advisors, LLC, An Esl Company
15 yearsExperience
1 stateRegistered in
$5.6BFirm assets
Under 1 yearFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Alesco Advisors, LLC, An Esl CompanyFeb 2026 to now
  2. Esl Newco I, LLCNov 2025 to now
  3. Alesco Advisors LLCJun 2011 to Nov 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Alesco Advisors, LLC, An Esl Company

$5.6BAssets managed
639Clients
14Advisers
Under 1 yearIn 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
3035243
Firm CRD
339091
Advisor's SEC record (opens in a new tab)
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