Jade Aaron Rossback
Investment Adviser Representative at Advisor Share Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jade Aaron Rossback is an investment adviser representative in Hudsonville, MI, currently registered with Advisor Share Wealth Management, LLC, Wealthspan Investment Management, LLC, and AI Alpha LLC. They have worked in the securities industry since 2013 and have been registered with 7 firms, including Brookstone Wealth Advisors, LLC and Formula Folio Investments. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Retirement Wealth AdvisorsNov 2014 – Aug 2023Grand Rapids, MI
- SOLE Proprietor/self EmployeedSep 2001 – no end date reportedHudsonville, MI
- FormulaFolio Investments LLCJan 2016 – Aug 2023Grand Rapids, MI
- AI Alpha LLCFeb 2025 – no end date reportedGrand Rapids, MI
- Wealthspan Investment Management LLCAug 2023 – no end date reportedGrand Rapids, MI
- Advisor Share Wealth Management LLCMar 2026 – no end date reportedHudsonville, MI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisor Share Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Vancouver, WA
- SEC file number:
- 801-127122
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Advisor Share Wealth Management, LLC
Showing 12 of 47 in the directory
Similar advisors in Hudsonville, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jade Aaron Rossback has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched