John Roesset is a CFA-designated registered investment advisor at Conscientia Family Office, LLC, based in Miami, FL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients with $93M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1395 Brickell Ave. Suite 690, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the owner and president of JRR Asset Management LLC, where he provides financial advice and manages operational aspects of clients' alternative investments. He dedicates about half of his time to this business, with about a quarter of his time spent during securities trading hours.
Employment History
Current Registrations
Conscientia Family Office, LLC
Previous Registrations
Greytown Advisors
Bigsur Partners, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Ing Baring (U.S.) Securities, INC.Broker
Citicorp Securities, INC.Broker
State Registrations1 state
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