JD
John David Rock
CRD 6649818
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Matheson & Rock Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Matheson & Rock Wealth Management, Llc
Member/Investment Advisor Representative · 25% – 50% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗