Jennifer
Gastrock
Bright Road Wealth Management, LLC
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About this Advisor
Jennifer Gastrock is a financial advisor based in Anchorage, Alaska with a total of 6 years of industry experience. Gastrock currently works for Bright Road Wealth Management, LLC. Over the course of their career, Gastrock has held roles at New Horizons Preschool and Hdr. Gastrock has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Alaska, Texas and Washington. Bright Road Wealth Management, LLC is a company headquartered in Anchorage, AK. The firm has offices in two locations and a total of nine people on staff. It administers $209 million in assets across its 1,156 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 1,156 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fees largely vary depending on which services are offered. Fees charged by Bright Road Wealth Management, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bright Road Wealth Management, LLC Brokerage Details
$209,168,851
9
1,156
$180,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jennifer Gastrock Work History
Jennifer has been registered as a financial advisor for 6 years.*
New Horizons Preschool
Hdr
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Gastrock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Anchorage, AK
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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