Jason Rounick (CRD# 7778645) is an Investment Advisor Representative working at Rounick Capital Management LLC in Venice, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rounick Capital Management LLC | Venice, CA | May 2023 - Current | < 1 |
| N/a | Venice, CA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$1,639,192
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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