Jordan Scott Rosenberg
Investment adviser representative at Rosenberg Wealth Advisors
15 yearsExperience
1 stateRegistered in
$231MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rosenberg Wealth AdvisorsMar 2026 to now
- Rofi LLCMar 2026 to now
- Robert W. Baird & Co. IncorporatedJul 2011 to Mar 2026
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Rosenberg Wealth Advisors
Legal name: Rofi LLC
$231MAssets managed
161Clients
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
- 5538189
- Firm CRD
- 340471