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Timothy Wayne Rowe

Covenant Asset Management, LLC

Chester, NJ

CRD 1487046

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Employer firm

Covenant Asset Management, LLC CRD 108567

$693M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Covenant Asset Management, Llc

125 Maple Avenue, Chester, NJ 07930 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-11-27
  • NJ RA
    APPROVED
    Since 2012-11-27

Branch Locations

125 Maple Avenue, Chester, NJ 07930 • 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
Comprehensive Asset Management And Servicing, Inc. Chester NJ 02/2000 Present
Comprehensive Capital Management, Inc. Chester NJ 02/2003 Present
Covenant Asset Management, Llc Chester NJ 03/1999 Present
Previous Registrations
Other Businesses

Since 1999, Mr. Rowe has been the sole proprietor of Covenant Financial Resources, LLC for which he acts as President and through which he currently conducts his full-time duties as an Investment Advisor Representative for Covenant Asset Management, LLC. Since April 2014, Mr. Rowe has served as 50% owner of Covenant Real Estate Ventures, LLC, located at 125 Maple Avenue, Chester, NJ 07930. Mr. Rowe is a Managing Member of Covenant Real Estate Ventures, LLC. and manages the operations of this business. This entity engages in the purchase and management of real property, and does not engage in investment-related services. Mr. Rowe spends approximately 2 hours per month devoted to this business, none of which time interferes with securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-07-23
  • S63 Uniform Securities Agent State Law Examination
    1986-07-23

View on SEC IAPD

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