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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst12 years in industry

JEFFREY BAKER LLEWELLYN

Advisor at ROCKWOOD WEALTH MANAGEMENT, LLC

NEW HOPE, PA

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Search this name across graphsid dfx:ria:a5dc9db6-2ad6-18a6-ac1d-5d24e097c8c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROCKWOOD WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 25, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Sep 25, 2013
First registration: Sep 25, 2013
Dual registered: no
Other names: Jeffrey Llewellyn|Jeffrey Llewellyn|JEFFREY BAKER LLEWELLYN
IAPD individual key: 6226466

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKWOOD WEALTH MANAGEMENT, LLC	Independent wealth	Apr 4, 2022	n/a	yes	NEW HOPE, PA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 15, 2020	Mar 15, 2022	no	PRINCETON, NJ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Aug 7, 2015	Jul 14, 2020	no	MALVERN, PA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 25, 2013	Aug 4, 2015	no	West Conshohocken, PA\|JENKINTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ROCKWOOD WEALTH MANAGEMENT, LLC	Mar 15, 2022	Apr 4, 2022	20	Firm change	Ibd to RIA
VANGUARD ADVISERS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 14, 2020	Jul 15, 2020	1	Firm change	Ibd to ibd
MORGAN STANLEY	VANGUARD ADVISERS, INC.	Aug 4, 2015	Aug 7, 2015	3	Firm change	Other

Relationships

Registered with (4)

→ ROCKWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2020 to Mar 15, 2022factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Aug 7, 2015 to Jul 14, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 25, 2013 to Aug 4, 2015factForm ADV

Dated events

Occurred
Mar 15, 2022
Advisor changed firm
Jeffrey Baker Llewellyn left Fidelity Personal And Workplace Advisors for Rockwood Wealth Management, Llc (registered 2022-04-04)
Form ADVobserved 6 days ago