Jennifer Ann Rosen
Investment adviser representative at Logan Capital Management, Inc.
14 yearsExperience
1 stateRegistered in
$3.1BFirm assets
32 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Logan Capital Management, Inc.Feb 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Logan Capital Management, Inc.
$3.1BAssets managed
1,897Clients
15Advisers
32 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
- 3076703
- Firm CRD
- 108893