Jason Eliot Siperstein
President at Eliot Rose Wealth Management LLC
Profile
Mr. Jason E.
Siperstein, CFA, is a President & Wealth Advisor at Eliot Rose Wealth Management LLC.
He has over 10 + years experience in wealth management.
He Leads financial planning experience for clients to provide direction, clarity, and peace of mind.
Mr. Siperstein was previously employed as a Financial Advisor by Laidlaw & Co. (UK) Ltd.
(United States) and an Associate Consultant by Watson Wyatt & Co. Holdings.
He received his undergraduate degree from Emory University.
He is a Certified Financial Planner & Charted Financial Analyst.
Jason Eliot Siperstein active positions
| Companies | Position | Start |
|---|---|---|
Eliot Rose Wealth Management LLC
 Eliot Rose Wealth Management LLC Investment ManagersFinance Eliot Rose Wealth Management LLC (Eliot Rose) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in West Warwick, Rhode Island. The firm was founded by Gary Siperstein in 2002. Eliot Rose provides comprehensive financial planning and investment management services to individuals and business entities. | President | 2019-02-28 |
Former positions of Jason Eliot Siperstein
| Companies | Position | End |
|---|---|---|
Laidlaw & Co. (UK) Ltd. (United States)
 Laidlaw & Co. (UK) Ltd. (United States) Investment Banks/BrokersFinance Laidlaw & Co. (UK) Ltd. (US) (L&C US) is the US-based brokerage division of Laidlaw & Co. (UK) Ltd., which is ultimately held by Laidlaw Holdings Ltd. The firm is headquartered in New York City and was founded in 1842. L&C US provides brokerage services to their clients. | Corporate Officer/Principal | 2010-09-29 |
Watson Wyatt & Co. Holdings
 Watson Wyatt & Co. Holdings Miscellaneous Commercial ServicesCommercial Services Watson Wyatt & Company Holdings is a global consulting firm. Through its subsidiaries it provides human capital consulting services. The company offers various others services, such as communication consulting, global compensation, benefits and employment practices information and account management program | Corporate Officer/Principal | 2009-09-29 |
Training of Jason Eliot Siperstein
| Emory University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Watson Wyatt & Co. Holdings
Watson Wyatt & Co. Holdings Miscellaneous Commercial ServicesCommercial Services Watson Wyatt & Company Holdings is a global consulting firm. Through its subsidiaries it provides human capital consulting services. The company offers various others services, such as communication consulting, global compensation, benefits and employment practices information and account management program | Commercial Services |
Eliot Rose Wealth Management LLC
Eliot Rose Wealth Management LLC Investment ManagersFinance Eliot Rose Wealth Management LLC (Eliot Rose) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in West Warwick, Rhode Island. The firm was founded by Gary Siperstein in 2002. Eliot Rose provides comprehensive financial planning and investment management services to individuals and business entities. | Finance |
Laidlaw & Co. (UK) Ltd. (United States)
Laidlaw & Co. (UK) Ltd. (United States) Investment Banks/BrokersFinance Laidlaw & Co. (UK) Ltd. (US) (L&C US) is the US-based brokerage division of Laidlaw & Co. (UK) Ltd., which is ultimately held by Laidlaw Holdings Ltd. The firm is headquartered in New York City and was founded in 1842. L&C US provides brokerage services to their clients. | Finance |
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