Johan Rossi (CRD# 7042037) is an Investment Advisor Representative working at Great Wealth Investments in Coral Gables, FL and has over 5 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pound Cake Holdings LLC | Miami, FL | Jul 2020 - Current | 3 |
| Tempur-sealy International | Boyton Beach, FL | Aug 2016 - Mar 2022 | 5 |
| Tempur Sealy Intl | Lexington, KY | Mar 2012 - Mar 2022 | 10 |
| Planner Securities LLC | New York, NY | Apr 2020 - Dec 2020 | < 1 |
| Gentem Capital LLC | Old Bridge, NJ | Jan 2019 - Sep 2019 | < 1 |
| Tempur-sealy International | Boyton Beach, FL | Jan 2016 - Aug 2016 | < 1 |
| Tempur-sealy International | Glen Allen, VA | Nov 2014 - Dec 2015 | 1 |
| Tempur-sealy International | New York, NY | Mar 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- FL
- NY
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$184,552
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.