J. Sessions Roland, financial advisor Ridgeland MS

J. Sessions Roland

CRD Number: 6241123
Current Firm: Cetera Investment Advisers LLC

J. Sessions Roland (CRD# 6241123) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ridgeland, MS and has over 10 years of experience in the finance industry. J. Sessions Roland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Sep 2016 - Current 7
Cetera Investment Advisers LLC Byram, MS Sep 2016 - Current 7
Regions Bank Byram, MS Sep 2016 - Current 7
Pruco Securities LLC Jackson, MS Aug 2013 - Sep 2016 3
The Prudential Insurance Company Of America Jackson, MS Aug 2013 - Sep 2016 3
Stratford, LLC Bentonia, MS Jun 2003 - Sep 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for J. Sessions Roland
Phone Number: 888-528-2987
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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