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Jonathon D Rossi

Commonwealth Financial Network

Orlando, FL

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-11
  • FL RA
    APPROVED
    Since 2025-03-11

Branch Locations

600 East Colonial Drive Suite 300, Orlando, FL 32803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthwell Solutions Orlando FL 01/2025 Present
One Florida Bank Orlando FL 01/2020 01/2025
Ashton Woods Homes Orlando FL 09/2017 12/2019
Fbc Mortgage Orlando FL 01/2017 08/2017
Northwestern Mutual Orlando FL 06/2016 12/2016
Commonwealth Financial Network Waltham MA 01/2025 06/2026
Commonwealth Financial Network Waltham MA 06/2026 Present
  • 01/2025 → Present
    Wealthwell Solutions
    Orlando, FL
  • 01/2020 → 01/2025
    One Florida Bank
    Orlando, FL
  • 09/2017 → 12/2019
    Ashton Woods Homes
    Orlando, FL
  • 01/2017 → 08/2017
    Fbc Mortgage
    Orlando, FL
  • 06/2016 → 12/2016
    Northwestern Mutual
    Orlando, FL
  • 01/2025 → 06/2026
    Commonwealth Financial Network
    Waltham, MA
  • 06/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
Other Businesses

1. Fixed insurance sales; as of 03/25/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-06
  • S66 Uniform Combined State Law Examination
    2025-03-06
Other Names
  • Jonathon D Rossi
  • Jonathon David Rossi

View on SEC IAPD

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Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
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