Jennifer Rosen, financial advisor Ardmore PA
90 score

Jennifer Rosen

CRD Number: 3076703
Current Firm: Logan Capital Management, Inc.

Jennifer Rosen (CRD# 3076703) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Logan Capital Management, Inc. Ardmore, PA Feb 2012 - Current 4
Wells Fargo Philadelphia, PA Apr 2004 - Jan 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Jennifer A. Rosen
Phone Number: 215-569-1100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,402
    MILLIONS
  • Total Number of Accounts
    879
    ACCOUNTS
  • Average Account Value
    $1,595,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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