JR
CFP · ChFC
JR
CFP · ChFC

J. Roland

12 Years of Experience
Ridgeland, MS
Broker

J. Roland is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Ridgeland, MS, with 12 years of industry experience. J. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1031 Highland Colony Pkwy, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

J. manages a recreational rental property through Stratford LLC, dedicating a few hours per week to managing hunting and fishing activities.

Employment History
Current Registrations
Cetera Investment Services LLC
September 2016 - Present · 9 yrs 8 mos
Cetera Investment Advisers LLC
September 2016 - Present · 9 yrs 8 mos
Cetera Investment Services LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Prudential Financial Planning Services
January 2014 - September 2016 · 2 yrs 8 mos
Pruco Securities, LLC.Broker
September 2013 - September 2016 · 3 yrs
State Registrations7 states
ALFLLAMSNCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.