Jackson Robert Rotondo
Investment adviser representative at Diversify Advisory Services, LLC
11 yearsExperience
2 statesRegistered in
$4.6BFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Dfpg Investments, LLCJul 2026 to now
- Diversify Advisory Services, LLCJul 2026 to now
- Eagle Strategies LLCNov 2023 to Jul 2026
- Nylife Securities LLCMar 2023 to Jul 2026
- River Financial Group, LLCJan 2023 to Jul 2026
- Eagle Strategies LLCFeb 2022 to Jan 2023
- Nylife Securities LLCAug 2019 to Jan 2023
- New York Life Insurance CompanyMar 2019 to Jan 2023
- IxperienceJan 2019 to Mar 2019
- Field Club of GreenwichMay 2016 to Sep 2017
- Boston CollegeAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 7088442
- Firm CRD
- 326060