Best Investors Account Sign in
Inactive

Jack Paul Gawason

Rockwood Wealth Management, LLC

New Hope, PA

Claim This Profile
Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-18
PA RA APPROVED 2023-11-06
  • TX RA
    APPROVED
    Since 2024-01-18
  • PA RA
    APPROVED
    Since 2023-11-06

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockwood Wealth Management New Hope PA 07/2023 Present
Temple University Philadelphia PA 08/2019 05/2023
New Hope-Solebury High Schol New Hope PA 06/2013 08/2019
  • 07/2023 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 08/2019 → 05/2023
    Temple University
    Philadelphia, PA
  • 06/2013 → 08/2019
    New Hope-Solebury High Schol
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-06
  • S65 Uniform Investment Adviser Law Examination
    2023-11-06
Designations

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
ORCHESTRA MEDICAL VENTURES, LLC
CW ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
MOONDANCE INVESTMENT ADVISORS, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
GRO CAPITAL, LLC

Other Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL
DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
EQUITABLE ADVISORS, LLC · NEW HOPE, PA
GRO CAPITAL, LLC · LAMBERTVILLE, NJ

More in New Hope, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor