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Jennifer L Gastrock

Bright Road Wealth Management, LLC

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About Jennifer L Gastrock

Jennifer Gastrock is a Certified Financial Planner® with over 6 years of experience in the financial industry. Jennifer currently works with Bright Road Wealth Management, LLC. Jennifer is registered to provide investment advice in Alaska, Texas, and Washington. She has a Series 65 license and has specialized in working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Jennifer’s experience and knowledge allow her to provide a variety of services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Jennifer Gastrock is currently registered with Bright Road Wealth Management, LLC. Bright Road Wealth Management, LLC is an investment advisor based in Anchorage, Alaska. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, charitable organizations, and pension plans. Bright Road Wealth Management has approximately $349 million in regulatory assets under management.
Bright Road Wealth Management, LLC

405 W. 36TH AVENUE

ANCHORAGE, AK 99503

$349.48M

Assets Under Management

8

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Jennifer Gastrock’s Registration & Firm History

AK

05/30/2017 - Present

Bright Road Wealth Management, LLC (ANCHORAGE AK)

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Licenses & Designations

IA

Issued 05/30/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer L Gastrock.
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