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Timothy Wayne Rowe

Covenant Asset Management, LLC

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About Timothy Wayne Rowe

Timothy Wayne Rowe is an investment advisor representative at Covenant Asset Management, LLC. Timothy Wayne Rowe is registered in New Jersey and has been in the industry since 1986. Timothy Wayne Rowe was previously employed at Comprehensive Asset Management and Servicing, Inc. and Summit Equities, Inc. Timothy Wayne Rowe is also the sole proprietor of Covenant Financial Resources, LLC. Timothy Wayne Rowe is a 50% owner of Covenant Real Estate Ventures, LLC.

Firm Information

Timothy Rowe is currently registered with Covenant Asset Management, LLC. Covenant Asset Management, LLC is a Chester, NJ-based investment advisor registered with the SEC. The firm has approximately $494 million in regulatory assets under management. Covenant Asset Management provides financial planning and portfolio management for individuals, families, and institutions. The firm also manages charitable organizations and pension and profit-sharing plans.
Covenant Asset Management, LLC

125 MAPLE AVENUE

CHESTER, NJ 07930

$494.36M

Assets Under Management

Not reported

Total Clients

10

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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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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Timothy Rowe’s Registration & Firm History

NJ

11/27/2012 - Present

Covenant Asset Management, LLC (CHESTER NJ)

NJ

02/10/2000 - 04/18/2013

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHESTER NJ)

NJ

05/08/1986 - 02/23/2000

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 07/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Wayne Rowe.
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