Jason Eliot Siperstein
Investment adviser representative at Eliot Rose Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$186.3MFirm assets
Are you Jason Eliot Siperstein? Claim your profile
Contact this firm
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
15 years in the industry.
- Eliot Rose Wealth Management, LLCJun 2011 to now
- Eliot Rose Asset Management, LLCApr 2011 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Eliot Rose Wealth Management, LLC
$186.3MAssets managed
141Clients
1Advisers
5 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
- 5722409
- Firm CRD
- 120465