John Philip Fredrick

Employer firm

Rockcrest Financial LLC CRD 282360

$44.3M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• REAL ESTATE INVESTMENT CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 06/2019
  Cypress Financial Planning
  Woodbury, NJ
• 07/2019 → Present
  Rockcrest Finanical Llc
  Williamstown, NJ

Previous Registrations

• 2016-05-25 → 2019-07-01
  Cypress Financial Planning
  Millville, NJ
• 2009-01-02 → 2016-06-16
  Cambridge Investment Research Advisors, Inc.
  Woodstown, NJ
• 2002-09-10 → 2008-12-31
  Cincinnati Analysts, Inc.
  Millville, NJ
  Woodstown, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-29

Designations

• Chartered Financial Consultant

Other Names

• John Philip Frederick