Jason Rolf is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8540 Executive Woods Dr, Ste 100, Lincoln, NE, 68512
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Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Jason is associated with several business entities, including Rink & Rolf, Inc. since 2016, Rolf's Den LLC since 2021 (minimal time commitment), and DBAs NJN Financial Group and A.V.E. Wealth Management (full-time commitment to NJN Financial Group).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations17 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.