Jason Rosado

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-15
FL	RA	APPROVED	2022-09-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	10/2021	Present
Hurricanes Grill And Wings	Jacksonville	FL	12/2020	10/2021
C&S Distributions	Jacksonville	FL	03/2018	11/2020
Laurel Crest Landscape And Irrigation	Jacksonville	FL	01/2014	02/2018

10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2020 → 10/2021

Hurricanes Grill And Wings

Jacksonville, FL
03/2018 → 11/2020

C&S Distributions

Jacksonville, FL
01/2014 → 02/2018

Laurel Crest Landscape And Irrigation

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-30

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