Skip to content

John Spencer rothschild Dame

Investment adviser representative at Rothschild Capital Partners
11 yearsExperience
7 statesRegistered in
$469.7MFirm assets
14 yearsFirm in business

Are you John Spencer rothschild Dame? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Rothschild Capital PartnersApr 2023 to now
  2. Feldman Jackson PcSep 2018 to Mar 2023
  3. Montgomery County Circuit CourtAug 2017 to Aug 2018
  4. N/aMay 2017 to Aug 2017
  5. Georgetown University Law CenterAug 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 7 states (DC, FL, IL, MD, NJ, NY, VA).

Rothschild Capital Partners

Legal name: Rothschild Capital Partners, LLC

$469.7MAssets managed
70Clients
5Advisers
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
7797829
Firm CRD
161688
Advisor's SEC record (opens in a new tab)
CallContact this firm