Jade Alanah Meier
Investment adviser representative at Rockwood Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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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
13 years in the industry.
- Rockwood Wealth Management, LLCJan 2023 to now
- Apex Financial AdvisorsJun 2020 to Dec 2022
- StudentDec 2019 to May 2020
- Vantage Point FinancialAug 2019 to Dec 2019
- StudentAug 2017 to Aug 2019
- Brice, IncMay 2017 to Aug 2017
- StudentJan 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rockwood Wealth Management, LLC
$2.9BAssets managed
971Clients
45Advisers
17 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
- 7168797
- Firm CRD
- 137481