Jeffrey Rossmann has been an investment adviser representative at Centennial Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.
Centennial Advisors, LLC is an Austin, TX firm with $237M under management, 468 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Jeff Rossmann is Wealth Advisor of Centennial Advisors. At the firm, his primary role is meeting with prospective clients, understanding their goals, and building personalized retirement and investment strategies.
- Centennial Advisors, LLCCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 290778
Investment adviser representative registrations
Jeffrey Rossmann is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey M Rossmann
- CRD
- 8188492
- Firm
- Centennial Advisors · CRD 290778
- Office
- 700 E SONTERRA BOULEVARD, BLDG 1 SUITE 1207, San Antonio, TX 78258
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iwanttoretirewell.com
Where does Jeffrey Rossmann work?
Jeffrey Rossmann is an investment adviser representative registered through Centennial Advisors, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Rossmann a financial advisor?
Yes. Jeffrey Rossmann has a current investment-adviser registration in Texas, through Centennial Advisors since December 2025.
How many years of experience does Jeffrey Rossmann have?
Jeffrey Rossmann has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Jeffrey Rossmann passed?
Jeffrey Rossmann passed the Series 65 in December 2025.
Where is Jeffrey Rossmann based?
Jeffrey Rossmann’s registered office is in San Antonio, TX.
Is Jeffrey Rossmann registered with FINRA?
No. Jeffrey Rossmann has no current broker registration.
How can I verify Jeffrey Rossmann’s record?
Search CRD 8188492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Rossmann’s full registration record.
- Sara Reese-RossmanChief Operating Officer
- Kristin PrieurChief Compliance Officer
Michael ReeseFounder, CEO