Jack Michael Rose

Employer firm

Connecticut Wealth Management, LLC CRD 154310

$4.48B regulatory AUM

Reported services (Item 5G)

• Financial planning
• 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

• 01/2024 → Present
  Connecticut Wealth Management
  Farmington, CT
• 06/2023 → 12/2023
  Connecticut Wealth Management
  Farmington, CT
• 08/2018 → 06/2023
  University Of Hartford
  West Hartford, CT
• 09/2022 → 11/2022
  Hartford Golf Club
  West Hartford, CT
• 05/2022 → 08/2022
  Key Bank
  Avon, CT
• 06/2020 → 12/2021
  Petals And Paws
  Canton, CT
• 06/2018 → 08/2018
  Wintonbury Golf Course
  Bloomfield, CT
• 04/2016 → 06/2020
  Canton High School
  Student, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-20

Designations

• Certified Financial Planner