Jeffry Mark Rosen

Current Employers

Employment History

• 01/1985 → 05/2025
  Berkshire Life Insurance Company
  Lake Success, NY
• 12/2000 → 05/2025
  Guardian Life Insurance Company
  Lake Success, NY
• 09/2013 → 10/2024
  American Portfolios Financial Services
  Lake Success, NY
• 10/2024 → 05/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 05/2025 → Present
  Lpl Financial Llc
  New Hyde Park, NY

Previous Registrations

• 2024-10-11 → 2025-06-03
  Osaic Wealth, Inc.
  Lake Success, NY
  Scottsdale, AZ
• 2013-09-30 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-07-14 → 2013-10-02
  Park Avenue Securities Llc
  Lake Success, NY
  Lake Success, NY

Other Businesses

1. Start Date: 05/30/2025 - JMR Financial Services - Non-Variable Insurance - Investment Related - Success NY 11042 - 80 Hrs/Mth - 4 Hrs During Trading. - Time Spent: 20 2. Start Date: 05/30/2025 - KM Capital Group Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - Purchase NY 10577 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 3. Start Date: 05/30/2025 - KM Capital - DBA for LPL Business (entity for LPL business) - Investment Related - Success NY 11042 - 160 Hrs/Mth - 5 Hrs During Trading. - Time Spent: 0 4. Start Date: 05/30/2025 - JMR Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - Success NY 11042 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent:0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-30
• S63 Uniform Securities Agent State Law Examination
  1985-11-18

Designations

Other Names

• Jeff Rosen