John W. Rose
John W. Rose Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2024, filed September 12, 2025. Includes 63 assets and 1 liabilities.
Year:
Est. Net Worth
$59.1M
2024 annual disclosure
Total Assets
$23.2M - $95M
63 assets
Total Liabilities
$15K - $50K
1 liabilities
Total Trades
24
From PTR filings
Trade Volume
$15.6M
Midpoint of disclosed ranges
Assets by Category
Other$35M (9)
LLC / Partnership$16.1M (18)
Mutual Funds$4.5M (16)
Stocks$1.9M (7)
Insurance$833K (3)
Bank & Cash$557K (9)
Real Estate$175K (1)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
Anthem CityLine/Bay Capital Partners, LP, 1% Interest Richardson, TX, US | $50,001 - $100,000 |
Broad River/MP, LP, 1% Interest Beaufort, SC, US | $50,001 - $100,000 |
CHIPS III AC, LP, 1% Interest Nashville, TN, US | $15,001 - $50,000 |
Citizens Bank, Carthage, TN Accounts | $50,001 - $100,000 |
Citizens Bank, Carthage, TN Stock | $500,001 - $1,000,000 |
Farm Trust DeKalb, TN, TN, US | $100,001 - $250,000 |
First Farmers and Merchants Corp., Columbia, TN Stock | $50,001 - $100,000 |
First Freedom Bancshares, Lebanon, TN Stock | $1,000,001 - $5,000,000 |
First Freedom Bank, Lebanon, TN Account | $100,001 - $250,000 |
First National Bank of Tennessee, Livingston, TN Accounts | $100,001 - $250,000 |
Heyward/HK, LP, 1% Interest Charleston, SC, US | $50,001 - $100,000 |
John Rose for Tennessee Campaign Loan, Cookeville, TN | $500,001 - $1,000,000 |
Nationwide Life Insurance Whole Life Policy | $1,001 - $15,000 |
Pavilion Land Partnership, LP, 1% Interest Columbia, SC, US | $1,001 - $15,000 |
Pinnacle National Bank, Nashville, TN Account | $1,001 - $15,000 |
Rose Farm, 100% Interest DeKalb / Smith / Putnam, TN, US | $5,000,001 - $25,000,000 |
Smith Fork Ventures, Inc. Demand Note, Nashville, TN | $5,000,001 - $25,000,000 |
Smith Fork Ventures, Inc., Nashville, TN, 92% Interest Nashville, TN, US | $5,000,001 - $25,000,000 |
Sun Life Assurance Company Whole Life Policy | $500,001 - $1,000,000 |
Tennessee Farmers Assurance Co., Columbia, TN Stock | $15,001 - $50,000 |
Tennessee Farmers Life Insurance Company Fixed Annuity | $1,001 - $15,000 |
Tennessee Farmers Life Insurance Company Universal Life Policy | $50,001 - $100,000 |
Tennesssee Farmers Life Insurance Co., Columbia, TN Stock | $250,001 - $500,000 |
| $500,001 - $1,000,000 | |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Southside Quarter, 10% Interest Jacksonville, FL, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Azora at Cypress Ranch, 12% Interest Lutz (Tampa MSA), FL, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Brookleigh Flats, 14% Interest Atlanta, GA, US | $100,001 - $250,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Duet, 8% Interest Nashville, TN, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Gibson Flowery Branch, 12% Interest Atlanta, GA, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Note 16, 3% Interest Nashville, TN, US | $15,001 - $50,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Artessa, 11% Interest Franklin, TN, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Collins, 13% Interest Charlotte, NC, US | $50,001 - $100,000 |
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Edge, 18% Interest Atlanta, GA, US | $100,001 - $250,000 |
Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C M/F | $1,001 - $15,000 |
Chelsea Brooke Rose IRA ⇒ Raymond James Bank Deposit Program | $1 - $1,000 |
CHIPS III AC, LP ⇒ Anthem CityLine, 33% Interest Richardson, TX, US | $1,001 - $15,000 |
CHIPS III AC, LP ⇒ Parc at Broad River, 36% Interest Beaufort, SC, US | $1,001 - $15,000 |
CHIPS III AC, LP ⇒ Whitepalm, 30% Interest Port Orange, FL, US | $1,001 - $15,000 |
John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Class M M/F | $15,001 - $50,000 |
John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX) | $50,001 - $100,000 |
John Williams Rose RIRA ⇒ Invesco EQV International Equity Fund Class A | $15,001 - $50,000 |
John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund Class A | $50,001 - $100,000 |
John Williams Rose RIRA ⇒ Massachusetts Investors Growth Stock Fund Class C M/F | $50,001 - $100,000 |
John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F | $15,001 - $50,000 |
John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/F | $15,001 - $50,000 |
| $250,001 - $500,000 | |
John Williams Rose RIRA ⇒ Raymond James Bank Deposit Program | $1,001 - $15,000 |
John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
Raymond James Brokerage Account ⇒ AMCAP Fund Class A-American Funds M/F | $500,001 - $1,000,000 |
Raymond James Brokerage Account ⇒ Capital World Growth & Income Fund Class A-American FD M/F | $250,001 - $500,000 |
Raymond James Brokerage Account ⇒ Europacific Growth Fund Class A-American Funds M/F | $250,001 - $500,000 |
Raymond James Brokerage Account ⇒ FIMM Money Market (FNSXX) | $15,001 - $50,000 |
Raymond James Brokerage Account ⇒ Growth Fund of America Class A-American Funds M/F | $500,001 - $1,000,000 |
Raymond James Brokerage Account ⇒ Investment Company of America Class A-American Funds M/F | $250,001 - $500,000 |
| $500,001 - $1,000,000 | |
Raymond James Brokerage Account ⇒ Raymond James Client Interest Program | $1,001 - $15,000 |
Raymond James Brokerage Account ⇒ Smallcap World Fund Class A-American Funds M/F | $500,001 - $1,000,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Discover | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Technology$4.3M
Banking$375K
Industrials$375K
Energy$41K
Financial Services$350K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).