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    Mr. J. Jeffrey Rose, CFP®

    Contact

    Alliance Wealth Management, LLC
    http://alliancewealthmgmt.com/

    115 S Washington St
    Carbondale, IL 62901-3005
    View on Map (618) 457-6525

    Year CFP® Certification Received: 2008
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $250,000
    Languages: English
    Specialties: Comprehensive Financial Planning, General Financial Planning, Government and Military, Insurance Planning, Retirement Planning, Sudden Wealth Management, Wealth Management

    Typical Client Profile

    Average Net Worth: $500,001 - $1,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, Baby Boomers, 55-64
    Profession: Service Professionals

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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