Jason RouslinCRD Number: 5996130
Current Firm: Northstar Wealth Partners LLC
Jason Rouslin (CRD# 5996130) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Westerly, RI and has over 4 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Financial Independence, LLC
|Northstar Wealth Partners, LLC||West Hartford, CT||Sep 2015 - Current||1|
|Lpl Financial, LLC||Westerly, RI||Sep 2015 - Current||1|
|Edward Jones||St Louis, MO||Jul 2012 - Sep 2015||3|
|Black Diamond LLC||Wakefield, RI||Dec 2011 - May 2012||< 1|
|University Of Rhode Island||Kingston, RI||Sep 2009 - May 2012||2|
|Gnome Say'n||Cape Elizabeth, ME||Jul 2011 - Dec 2011||< 1|
|Waddell & Reed||Warwick, RI||Nov 2011 - Nov 2011||< 1|
|Purpoodock Golf Course||Cape Elizabeth, ME||Apr 2010 - Jul 2011||1|
|Big Table Productions||Providence, RI||May 2009 - Aug 2009||< 1|
|Johnson & Wales||Providence, RI||Sep 2005 - May 2009||3|
|Entercom||Providence, RI||Sep 2008 - Feb 2009||< 1|
|Button Hole Golf Course||Providence, RI||Apr 2008 - Sep 2008||< 1|
|Pane E Vino||Providence, RI||Jun 2008 - Jun 2008||< 1|
|1149 Restaurant||Warwick, RI||Jun 2007 - Jun 2008||1|
|Dels Lemonade||Wakefield, RI||May 2003 - May 2008||5|
|Team Ops LLC||Foxborough, MA||Mar 2007 - May 2007||< 1|
|Johnson & Wales||Providence, RI||Oct 2006 - Feb 2007||< 1|
|Abercrombie And Fitch||Providence, RI||Nov 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management713MILLIONS
Total Number of Accounts1,859ACCOUNTS
Average Account Value$383,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VA
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.