Jeffrey Rolles
Investment adviser representative at Trueplan Benefit and Retirement Advisors
11 yearsExperience
2 statesRegistered in
$5.1BFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Healthcare Community Securities Corp.Jul 2026 to now
- Equitable Advisors, LLC.Mar 2025 to Jul 2026
- UnemployedMay 2024 to Mar 2025
- Neumann SteelApr 2023 to May 2024
- Regen AustraliaMar 2023 to May 2024
- Lauxes GratesJun 2022 to Jan 2023
- Neumann SteelMar 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 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
- 8024707
- Firm CRD
- 36026