Jade Alanah Meier

Employer firm

Rockwood Wealth Management, LLC CRD 137481

$2.87B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Certified Financial Planner

Other Names

• Jade Meier