Jeffrey
Rosen
Bahl & Gaynor Inc
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About this Advisor
Jeffrey Rosen is a financial advisor based in Cincinnati, Ohio, working with Bahl & Gaynor Inc. Jeffrey has previously held positions at Forethought Distributors, LLC, Global Atlantic Financial Company, Advisors Asset Management, Inc, Bg Is, LLC, and Quasar Distributors, LLC. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Florida, Georgia, and South Carolina. Currently, Jeffrey is part of Bahl & Gaynor Inc, which operates out of Cincinnati, Ohio. The firm has 1 office and 67 employees. The firm manages assets totaling $18.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bahl & Gaynor Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bahl & Gaynor Inc Brokerage Details
$18,029,870,757
67
2,979
$6,052,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Rosen Work History
Bg Is, LLC
Quasar Distributors, LLC
Advisors Asset Management, Inc
Global Atlantic Financial Company
Forethought Distributors. LLC
Disclosures
Please visit the SEC profile of Jeffrey Rosen 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 Bahl & Gaynor Inc
Brookhaven, GA
Princeton, NJ
East Lansing, MI
Cincinnati, OH
Cincinnati, OH
Tampa, FL
Monument, CO
Princeton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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