Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
13yrs
Kenneth Rose has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Jacksonville, Florida. Kenneth has been with Merrill since 2014. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 60% of advisors in Jacksonville
Office9000 Southside Blvd CI Client Management, Jacksonville, FL 32256
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowMerrillCurrent firm
Contact Kenneth
Local office(904) 565-7880Ask for Kenneth. (800) 637-7455Main office · New York, NY 9000 Southside Blvd CI Client ManagementJacksonville, FL 32256Office · Get directions
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Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kenneth
How do I contact Kenneth?
Call Kenneth’s local office at (904) 565-7880 or the Merrill main office at (800) 637-7455, and ask for Kenneth Rose.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 2014, about 13 years. More experience than 60% of advisors in Jacksonville.
What licenses does Kenneth hold?
Series 66. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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