Advisor at Rohde Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rohde Wealth Management
Location
Broadway, VA
Credentials
Series 65
Industry experience
< 1 year
Jonas Rohde is the sole advisor at Rohde Wealth Management, LLC, a state-registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2025. Prior to founding his advisory firm, he has managed retail operations at The Jewelry Vault, where he continues to work as a store manager. Rohde Wealth Management serves individual and high-net-worth clients with customized investment policy statements and a multi-disciplinary approach that includes charting, fundamental, quantitative, and technical analysis. The firm offers a broad range of strategies, including venture capital, private placements, and options trading, with discretionary account management.
Based on Rohde Wealth Management
1.00% annually
Broadway, VA
Virginia
Rohde Wealth Management, LLC
2025 - Present (1 year)
The Jewelry Vault
2024 - Present (2 years)
N/a
2023 - 2024 (1 year)
JK Moving Services
2023 - 2023 (1 year)
N/a
2021 - 2023 (2 years)
JK Moving Services
2020 - 2021 (1 year)
N/a
2015 - 2020 (5 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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