Jack Roland is a registered investment advisor, based in Kingwood, TX, with 37 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Kingwood, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Jack is a board member for Lifeline Chaplaincy and Compassionate Touch, and the Team Complete Athlete Kingwood Volleyball Foundation, dedicating minimal time to each. He is also an independent insurance agent, a CPA/owning member of Roland, Fry, & Warren LLC, and an advisory representative of a RIA, spending about a quarter of his time and about half his time, respectively, on the latter two.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Royal Alliance Associates, INC.Broker
Advantage Capital CorporationBroker
Derand/pennington/bass, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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