Jay Carlton Rohlman
Investment adviser representative at Bankers Life Advisory Services, Inc.
10 yearsExperience
2 statesRegistered in
$2.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bankers Life Advisory Services, Inc.Mar 2025 to now
- Bankers Life AdvisoryMar 2025 to now
- Bankers Life Securities, IncSep 2022 to now
- Bankers Life & Casualty, IncJun 2018 to now
- Symmetry Financial GroupJun 2022 to Aug 2022
- Bankers Life Securities, IncFeb 2021 to Jun 2022
- Floor CraftersApr 2018 to Jun 2018
- Pk SafetyAug 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, OK).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 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
- 7330846
- Firm CRD
- 281285