Jonathan Rollins (CRD# 5744223) is an Investment Advisor Representative working at Trpc Advisory Services in Grapevine, TX and has over 14 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trpc Advisory Services, Inc. | Grapevine, TX | Feb 2019 - Current | 5 |
| United Retirement Plan Consultants, Inc. | Dublin, OH | Jan 2018 - Feb 2019 | 1 |
| Unemployed | North Richland Hills, TX | Nov 2017 - Dec 2017 | < 1 |
| Vantage Benefits Administrators Inc. | Dallas, TX | May 2017 - Oct 2017 | < 1 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - May 2017 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- TX
-
Total Assets Under Management899MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$1,396,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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