Jackson Bargiello
Rock Point Advisors · Burlington, Vermont
Jackson Bargiello is a fee-only financial advisor at Rock Point Advisors in Burlington, Vermont. Rock Point Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rock Point Advisors |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $655.7M across 493 accounts |
| SEC registration | Investment adviser representative in VT · CRD 8209393 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rockpointadvisors.com |
How Jackson's firm compares
- Rock Point Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Jackson
Is Jackson Bargiello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Rock Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Rock Point Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jackson Bargiello based?
Jackson Bargiello is based in Burlington, Vermont.
Is Jackson Bargiello registered with the SEC?
Yes. Jackson Bargiello is registered as an investment adviser representative in VT (CRD 8209393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rock Point Advisors manage?
Rock Point Advisors reports $655.7M across 493 accounts in assets under management.
How do I contact Jackson Bargiello?
Through Jackson's website, www.rockpointadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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