Jack Michael Rose
Investment adviser representative at Connecticut Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm 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
10 years in the industry.
- Connecticut Wealth Management, LLCJan 2024 to now
- Connecticut Wealth ManagementJun 2023 to Dec 2023
- Hartford Golf ClubSep 2022 to Nov 2022
- Key BankMay 2022 to Aug 2022
- Petals and PawsJun 2020 to Dec 2021
- University of HartfordAug 2018 to Jun 2023
- Wintonbury Golf CourseJun 2018 to Aug 2018
- Canton High SchoolApr 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
Connecticut Wealth Management, LLC
$4.5BAssets managed
1,517Clients
50Advisers
14 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
- 7466387
- Firm CRD
- 154310