Jade Aaron Rossback
Investment adviser representative at Ai Alpha LLC
25 yearsExperience
1 stateRegistered in
$200MFirm 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Advisor Share Wealth Management LLCMar 2026 to now
- Ai Alpha LLCFeb 2025 to now
- Wealthspan Investment Management LLCAug 2023 to now
- Sole Proprietor/self EmployeedSep 2001 to now
- Formulafolio Investments LLCJan 2016 to Aug 2023
- Retirement Wealth AdvisorsNov 2014 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ai Alpha LLC
$200MAssets managed
6Clients
2Advisers
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
- 4525844
- Firm CRD
- 334908