Jeffrey Rochon has been an investment adviser representative at Denali Wealth Management since April 2011, and is not listed among the firm’s executive officers or direct owners. Jeffrey Rochon holds a Degree in Art with a minor in Marketing from the University of Wisconsin-Whitewater.
Denali Wealth Management, Inc. is a Mequon, WI firm with $226M under management, 243 clients and 4 advisers in one office, as of its March 2026 filing.
Jeff Rochon is Retirement Plan Specialist of Denali Wealth Management. He joined the firm in 2011 in that role and was instrumental in developing a proprietary retirement plan review process for plan sponsors. He also works internally with the team to help deliver retirement income and investment plans tailored to each client's risk tolerance and objectives.
- – present · 15 yearsMequon, WI · Adviser representative · Firm CRD 153323
Investment adviser representative registrations
Jeffrey Rochon is registered as an investment adviser representative in Wisconsin, since April 2011.
- WisconsinSince 14 April 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 April 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Allen Rochon
- CRD
- 5912987
- Firm
- Denali Wealth Management · CRD 153323
- Office
- 1325 W TOWNE SQUARE ROAD, Mequon, WI 53092-5047
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- denaliwm.com
Where does Jeffrey Rochon work?
Jeffrey Rochon is an investment adviser representative registered through Denali Wealth Management, Inc. since April 2011, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Rochon a financial advisor?
Yes. Jeffrey Rochon has a current investment-adviser registration in Wisconsin, through Denali Wealth Management since April 2011.
How many years of experience does Jeffrey Rochon have?
Jeffrey Rochon has 15 years in the financial industry, since April 2011, across 1 adviser firm.
What exams has Jeffrey Rochon passed?
Jeffrey Rochon passed the Series 65 in April 2011.
Where is Jeffrey Rochon based?
Jeffrey Rochon’s registered office is in Mequon, WI.
Is Jeffrey Rochon registered with FINRA?
No. Jeffrey Rochon has no current broker registration.
How can I verify Jeffrey Rochon’s record?
Search CRD 5912987 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Rochon’s full registration record.
