Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-04-01
KS RA APPROVED 2025-03-26
  • OK RA
    APPROVED
    Since 2025-04-01
  • KS RA
    APPROVED
    Since 2025-03-26

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

1635 Waterfront Parkway Ste 150, Wichita, KS 67206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pk Safety El Dorado KS 08/2016 04/2018
Floor Crafters Valley Center KS 04/2018 06/2018
Bankers Life & Casualty, Inc Wichita KS 06/2018 Present
Bankers Life Securities, Inc Wichita KS 02/2021 06/2022
Symmetry Financial Group Swannanoa NC 06/2022 08/2022
Bankers Life Securities, Inc Wichita KS 09/2022 Present
Bankers Life Advisory Wichita KS 03/2025 Present
  • 08/2016 → 04/2018
    Pk Safety
    El Dorado, KS
  • 04/2018 → 06/2018
    Floor Crafters
    Valley Center, KS
  • 06/2018 → Present
    Bankers Life & Casualty, Inc
    Wichita, KS
  • 02/2021 → 06/2022
    Bankers Life Securities, Inc
    Wichita, KS
  • 06/2022 → 08/2022
    Symmetry Financial Group
    Swannanoa, NC
  • 09/2022 → Present
    Bankers Life Securities, Inc
    Wichita, KS
  • 03/2025 → Present
    Bankers Life Advisory
    Wichita, KS
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: I sell annuities, medicare, life, and LTC through BLC. I am studying for my 7 66 right now - I refer all of my BLS/BLAS customers to my USM which is a series 7. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/05/2018 ADDRESS: Wichita, KS, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Agent with BLC Yes. I own an LLC named "Jay Rohlmans LLC BLC". Bankers Life and Casualty pays my LLC, and then I have my CPA do my payroll via salary. I am only owner and it is S corp. Jay Rohlmans LLC BLC. Not investment related Address is 2208 N Richmond St, Wichita Ks 67226 It is an LLC for my 1099 commissions. Sole proprietor No other relationships. LLC started in April 2019 This is my ownl business dealing and it involves me and me alone. JR HOLDINGS LLC POSITION: I am the LLC owner NATURE: I am creating an LLC named "JR Holdings" to use for real estate business (JR Properties was taken in the state of KS). I will be buying real estate properties and using them as investment rentals. I don't plan on doing much house flipping. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2024 ADDRESS: 630 N Brownthrush Lane, Wichita KS 67212, United States DESCRIPTION: I will be working with a property management company to make sure they are finding me good tenants, taking care of maintenance, repairs, mowing, collecting fees/rent etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor