John Earl Helvie

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

• 01/2016 → 01/2019
  Student
  Glenside, PA
• 03/2019 → 02/2021
  Excel Physical Therapy
  Media, PA
• 03/2021 → 02/2022
  Fox Rehabilitation
  Philadelphia, PA
• 03/2022 → Present
  Rockwood Wealth Management
  New Hope, PA
• 03/2022 → Present
  Rockwood Wealth Management
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-29

Other Names

• John Helvie