Jason Rouslin, financial advisor Westerly RI
80 score

Jason Rouslin

CRD 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.

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Financial Independence, LLC
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jason J. Rouslin
Phone Number: 860-665-7737
Registered State(s):
  • CT
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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