Jason Rolling (CRD# 6008861) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 10 years of experience in the finance industry.
CRD# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 3227595
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Erts Wealth Advisors, LLC | Marquette, MI | Mar 2024 - Current | < 1 |
| Erts Wealth Advisors, LLC | Marquette, MI | Jan 2019 - Mar 2024 | 5 |
| Unemployed | Negaunee, MI | Oct 2018 - Dec 2018 | < 1 |
| Mbank | Marquette, MI | Sep 2009 - Sep 2018 | 9 |
| Sagepoint Financial | Marquette, MI | Apr 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MI
-
Total Assets Under Management567MILLIONS
-
Total Number of Accounts2,581ACCOUNTS
-
Average Account Value$219,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, LA, MI, MN, TX, VA, WI
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