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Jason Eliot Siperstein

Eliot Rose Wealth Management, LLC

Providence, RI

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Current Employers
Eliot Rose Wealth Management, Llc

10 Dorance Street Suite 700, Providence, RI 02903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-03
RI RA APPROVED 2011-06-27
  • TX RA
    APPROVED_RES
    Since 2020-11-03
  • RI RA
    APPROVED
    Since 2011-06-27

Branch Locations

10 Dorance Street Suite 700, Providence, RI 02903 • 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
Eliot Rose Asset Management, Llc West Warwick RI 04/2011 Present
  • 04/2011 → Present
    Eliot Rose Asset Management, Llc
    West Warwick, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-23
  • S66 Uniform Combined State Law Examination
    2009-11-23
Designations
Other Names
  • Jason E Siperstein

View on SEC IAPD

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Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
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