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Rosa Jardim

Advisor at Integrated Wealth Concepts LLC — New Bedford, MA

Updated today

Credentials

None found

Experience

3 years

Location

New Bedford, MA 02740

Integrated Wealth Concepts LLC logo

Integrated Wealth Concepts LLC

Enterprise

Total advisors

482

Across 193 offices

Clients per advisor

61 Typical

Avg AUM per client

$781,916 High

HNW client ratio

36% High

About

Rosa Jardim is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios that combine internal management with third-party asset managers.

Client services

Based on Integrated Wealth Concepts LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Integrated Wealth Concepts LLC

Retirement income strategy Active portfolio management Wealth management

Occupation focus

Based on Integrated Wealth Concepts LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and family office services, negotiated based on service complexity.

Percentage

$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%

Commissions

Advisory persons may receive separate commissions for securities and insurance sales; clients under no obligation to use them.

Project-based

Hourly rates for financial planning services, negotiated based on complexity.

Other

Account minimum: $2,500 Fee-only: Fee-only investment advisory fees based on assets under management, typically up to 2.25% annually, negotiable and customized by advisor.

Location

See office

New Bedford, MA

128 Union Street, Suite 201

New Bedford MA 02740

Advisors at this office

2

Most active in

Massachusetts

Work history

3 years of industry experience

Integrated Wealth Concepts LLC

2023 - Present • 3 years

Waltham, MA

Jardim & Marotta LLC

2015 - Present • 11 years

New Bedford, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

General retirement planning Income planning General tax planning Wealth management
user avatar

Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
user avatar

Mark N

Series 63, Series 65

Fall River, MA

Southcoast Advisory Group, Inc.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Real estate investing
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Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
user avatar

Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

Private / alternative investments Passive / index investing Active portfolio management
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