Jason Robert Rolf
Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCJul 2021 to now
- Rolf's Den LLCJun 2021 to Jul 2021
- Rink & Rolf, Inc.Jan 2013 to Jul 2021
- Bni of the HeartlandJan 2012 to Nov 2020
- Various Insurance Carriers for W & R Insurance AgenciesJul 2003 to Jul 2021
- Waddell & Reed, Inc.Feb 2003 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4647219
- Firm CRD
- 6413