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Jeffrey Baker Llewellyn

Rockwood Wealth Management, LLC

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About Jeffrey Baker Llewellyn

Jeffrey Llewellyn is a financial advisor with over 10 years of experience in the financial services industry. Jeffrey has a strong background in investment management and financial planning, with experience working at firms such as Fidelity Investments and Morgan Stanley. Jeffrey currently works at Rockwood Wealth Management, a firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice and guidance, helping them achieve their financial goals.

Firm Information

Jeffrey Llewellyn is currently registered with Rockwood Wealth Management, LLC. Rockwood Wealth Management, LLC is a registered investment advisor headquartered in New Hope, Pennsylvania. The firm manages over $2 billion in assets for individuals, trusts, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and selection of other advisors.
Rockwood Wealth Management, LLC

6464 LOWER YORK ROAD

NEW HOPE, PA 18938

$2.20B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Llewellyn’s Registration & Firm History

PA

04/04/2022 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

NJ

07/07/2020 - 03/07/2022

FIDELITY BROKERAGE SERVICES LLC (PRINCETON NJ)

PA

08/07/2015 - 07/14/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

08/29/2013 - 08/04/2015

MORGAN STANLEY (JENKINTOWN PA)

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Licenses & Designations

BOTH

Issued 09/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Baker Llewellyn. Review regulatory record here.
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