Jace Ray Hart
Investment adviser representative at Rockwall Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$305.5MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Rockwall Wealth Management, LLCMay 2026 to now
- Leo Wealth, LLCMay 2023 to May 2026
- LPL Financial LLCOct 2019 to May 2023
- Fidelity Brokerage Services LLCJun 2017 to Sep 2019
- Insurance Planners & Advisors Group, LLCSep 2016 to Apr 2017
- Big G SteelDec 2014 to Mar 2017
- College StudentAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rockwall Wealth Management
Legal name: Rockwall Wealth Management Inc
$305.5MAssets managed
612Clients
3Advisers
Under 1 yearIn 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
- 6817425
- Firm CRD
- 339856