John Richard Roesset

Employer firm

Conscientia Family Office, LLC CRD 307727

$97.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2016 → 02/2017
  Unemployed
  Miami, FL
• 03/2017 → 06/2020
  Bigsur Wealth Management, Llc
  Miami, FL
• 03/2017 → Present
  Jrr Asset Management, Llc
  Miami, FL
• 06/2020 → 04/2022
  Greytown Advisors Inc.
  Miami, FL
• 12/2024 → Present
  Conscientia Family Office
  Miami, FL

Previous Registrations

• 2020-11-23 → 2022-05-23
  Greytown Advisors
  Miami, FL
• 2017-08-25 → 2019-06-28
  Bigsur Partners, Llc
  Miami, FL
• 2007-05-29 → 2016-07-22
  Citigroup Global Markets Inc.
  Miami, FL
  New York, NY
  Miami, FL
  New York, NY
• 2006-10-20 → 2007-05-29
  Citicorp Investment Services
  New York, NY

Other Businesses

Business name: JRR Asset Management LLC It is investment-related to the clients serviced. Address: 798 NE 98th St Miami Shores, FL 33138 Nature of business: FInancial Advisor Position/Title Relationship: Owner President Start Dade: 03/2017 Approximate hours a month devoted: 80 The number of hours devote during securities trading hours: 40 a month (2 a day) Duties: Provide Financial Advice and manage operational aspects of the clients alternative investments.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-19
• S63 Uniform Securities Agent State Law Examination
  1994-01-13

Designations

• Chartered Financial Analyst

Other Names

• John Roesset
• John R. Roesset
• John R. Roësset