Jeffrey Baker Llewellyn

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

• 08/2015 → 06/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2020 → 03/2022
  Fidelity Investments
  Princeton, NJ
• 03/2022 → Present
  Rockwood Wealth Management
  New Hope, PA

Previous Registrations

• 2020-07-15 → 2022-03-15
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2015-08-07 → 2020-07-14
  Vanguard Advisers, Inc.
  Malvern, PA
• 2013-09-25 → 2015-08-04
  Morgan Stanley
  West Conshohocken, PA
  Jenkintown, PA

Other Businesses

I am the President and Chair of the Board for a local non-profit organization. I am not compensated for this volunteer work. I do have access to an endowment fund and bank account through dual signing authority.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-25

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jeffrey Llewellyn
• Jeffrey Llewellyn
• Jeffrey Baker Llewellyn