Johnathon
Rosica
Alliance Wealth Management Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Johnathon Rosica is a financial advisor working out of Flemington, New Jersey who has 4 years of relevant experience. Rosica is currently employed by Alliance Wealth Management Group, LLC. Over the course of their career, Rosica has held roles at Mcadam Financial, Five Ponds Golf Course, Neato/ Aneheuser Bush, Eagle Energy LTD, Burton Snowboards, West Chester University Of Pennsylvania, Archbishop Wood High School and Alliance Wealth Management Group, LLC. Rosica has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in New Jersey. Alliance Wealth Management Group, LLC is a financial advisory business headquartered in Flemington, NJ. The company has offices in three locations and a total of 13 employees. It handles $309 million in assets under management across its 995 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 995 accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Alliance Wealth Management Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alliance Wealth Management Group, LLC Brokerage Details
$309,439,764
13
995
$310,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Johnathon Rosica Work History
Johnathon has been registered as a financial advisor for 4 years.*
Alliance Wealth Management Group, LLC
Five Ponds Golf Course
Mcadam Financial
Neato/ Aneheuser Bush
Eagle Energy LTD
Burton Snowboards
West Chester University Of Pennsylvania
Archbishop Wood High School
*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 Johnathon Rosica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliance Wealth Management Group, LLC
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Roseland, NJ
Flemington, NJ
Flemington, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
