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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Jennifer LaRose

Advisor at TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

RENSSELAER, NY | Shelby Township, MI

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Search this name across graphsid dfx:ria:cb94ef27-ec81-1cf5-de78-3a6e86019520

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 1
Observed: Mar 11, 2010 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jennifer Lynn Larose

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 11, 1998
First registration: Mar 11, 2010
Dual registered: yes, broker-dealer
Other names: JENNIFER LYNN BOSCH|JENNIFER LYNN LAROSE
IAPD individual key: 3094139

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
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS	Institutional manager	Jan 20, 2022	n/a	yes	Shelby Township, MI\|RENSSELAER, NY	Current employment
MIRAE ASSET WEALTH MANAGEMENT (USA) INC.	n/a	Oct 22, 2021	Apr 27, 2022	no	New York, NY\|LOS ANGELES, CA	Previous registration
JOSEPH GUNNAR & CO., LLC	Former SEC adviser	Mar 19, 2021	Jan 19, 2022	no	UNIONDALE, NY\|UNIONDALE, NY\|SHELBY TOWNSHIP, MI	Previous registration
SECURE ASSET MANAGEMENT, L.L.C.	Independent wealth	Mar 28, 2018	Dec 17, 2020	no	TROY, MI	Previous registration
TRUSTEE EMPOWERMENT & PROTECTION, INC.	Institutional manager	Mar 11, 2010	Mar 26, 2018	no	TROY, MI	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
MIRAE ASSET WEALTH MANAGEMENT (USA) INC.	TRUEPLAN BENEFIT AND RETIREMENT ADVISORS	Apr 27, 2022	Jan 20, 2022	-97	Firm change after gap	Other
JOSEPH GUNNAR & CO., LLC	MIRAE ASSET WEALTH MANAGEMENT (USA) INC.	Jan 19, 2022	Oct 22, 2021	-89	Firm change after gap	Other
SECURE ASSET MANAGEMENT, L.L.C.	JOSEPH GUNNAR & CO., LLC	Dec 17, 2020	Mar 19, 2021	92	Firm change	Other
TRUSTEE EMPOWERMENT & PROTECTION, INC.	SECURE ASSET MANAGEMENT, L.L.C.	Mar 26, 2018	Mar 28, 2018	2	Firm change	RIA to RIA

Relationships

Registered with (5)

→ TRUEPLAN BENEFIT AND RETIREMENT ADVISORSRegistered adviserregistration: current employment
Jan 20, 2022 to presentfactForm ADV
→ MIRAE ASSET WEALTH MANAGEMENT (USA) INC.Registered adviserregistration: previous registration
Oct 22, 2021 to Apr 27, 2022factForm ADV
→ JOSEPH GUNNAR & CO., LLCRegistered adviserregistration: previous registration
Mar 19, 2021 to Jan 19, 2022factForm ADV
→ SECURE ASSET MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Mar 28, 2018 to Dec 17, 2020factForm ADV
→ TRUSTEE EMPOWERMENT & PROTECTION, INC.Registered adviserregistration: previous registration
Mar 11, 2010 to Mar 26, 2018factForm ADV

Dated events

Occurred
Apr 27, 2022
Advisor changed firm
Jennifer Larose left Mirae Asset Wealth Management (Usa) Inc. for Trueplan Benefit And Retirement Advisors (registered 2022-01-20)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Jennifer Larose left Joseph Gunnar & Co., Llc for Mirae Asset Wealth Management (Usa) Inc. (registered 2021-10-22)
Form ADVobserved 6 days ago