Jade Aaron Rossback

Current Employers

Employment History

• 11/2014 → 08/2023
  Retirement Wealth Advisors
  Grand Rapids, MI
• 09/2001 → Present
  Sole Proprietor/Self Employeed
  Hudsonville, MI
• 01/2016 → 08/2023
  Formulafolio Investments Llc
  Grand Rapids, MI
• 02/2025 → Present
  Ai Alpha Llc
  Grand Rapids, MI
• 08/2023 → Present
  Wealthspan Investment Management Llc
  Grand Rapids, MI
• 03/2026 → Present
  Advisor Share Wealth Management Llc
  Hudsonville, MI

Previous Registrations

• 2015-01-06 → 2023-08-02
  Brookstone Wealth Advisors, Llc
  Jenison, MI
  Wheaton, IL
• 2015-01-06 → 2021-12-31
  Brookstone Asset Management, Llc
  Wheaton, IL
• 2014-07-01 → 2014-11-07
  Advisory Alpha, Llc
  Holland, MI
• 2013-01-03 → 2014-05-12
  Cetera Advisors Llc
  Greenwood Village, CO
  Caledonia, MI

Other Businesses

1. SELF EMPLOYED STARTED 9/2001-PRESENT; INDEPENDENTLY SELLS ANNUITIES AND LIFE INSURANCE. THESE SALES OCCUR VERY INFREQUENTLY. 1 HOUR A MONTH. IF WRITTEN BUSINESS DOES HAPPEN ITS BECAUSE SOMEONE CAME TO HIM FOR HELP IE. FRIENDS OR FAMILY 2. Advisor Share Wealth Management; investment related: Yes; Location of the business: 13215 SE MILL PLAIN BLVD SUITE C8-321 VANCOUVER WA 98684 USA; Description of the business: Advisor Share Wealth Management is a registered investment adviser that provides investment advisory services, including financial planning and portfolio management. My role is limited to providing advisory services and supporting client relationships within the firm's supervisory framework. Responsibilities Duties: Provide investment advisory services to clients, including financial planning and portfolio management support. Participate in client onboarding, communications, and ongoing relationship management, all under the firm's supervision and in accordance with its compliance policies and procedures. Start date with business: 2026-03-30; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 80;

Exams

• S66 Uniform Combined State Law Examination
  2012-12-29
• S63 Uniform Securities Agent State Law Examination
  2002-06-12