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Jade Alanah Meier

Rockwood Wealth Management, LLC

New Hope, PA

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Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-31
PA RA APPROVED 2023-01-25
  • TX RA
    APPROVED
    Since 2024-01-31
  • PA RA
    APPROVED
    Since 2023-01-25

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • 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
Student Fairbanks AK 01/2013 05/2017
Brice, Inc Fairbanks AK 05/2017 08/2017
Student Beverly MA 08/2017 08/2019
Vantage Point Financial Boston MA 08/2019 12/2019
Student Beverly MA 12/2019 05/2020
Apex Financial Advisors Yardley PA 06/2020 12/2022
Rockwood Wealth Management New Hope PA 01/2023 Present
Rockwood Wealth Management New Hope PA 01/2023 Present
  • 01/2013 → 05/2017
    Student
    Fairbanks, AK
  • 05/2017 → 08/2017
    Brice, Inc
    Fairbanks, AK
  • 08/2017 → 08/2019
    Student
    Beverly, MA
  • 08/2019 → 12/2019
    Vantage Point Financial
    Boston, MA
  • 12/2019 → 05/2020
    Student
    Beverly, MA
  • 06/2020 → 12/2022
    Apex Financial Advisors
    Yardley, PA
  • 01/2023 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 01/2023 → Present
    Rockwood Wealth Management
    New Hope, PA
Other Businesses

1) Hale Street Holdings LLC; Investment related: No; 35 S Bell Ave Yardley PA 19067 USA; Holding company for contracting and ownership of service-based businesses, most notably in ice hockey camps.; Managing Member; 2023-05-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Administration of websites, registration and email management, and coaching during hockey camps. 2) Hockey Coach for Princeton Day School; investment related: No; 650 Great Rd Princeton NJ 08540 USA; I am the coach for the girl's ice hockey team at Princeton Day School. I am considered a part-time W-2 employee. ; Girl's Ice Hockey Coach; Coaching the girl's ice hockey team.; 2023-11-27; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 16.

Designations
Other Names
  • Jade Meier

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