Jacob Taylor Rolin

Osaic Wealth, Inc.

Greenwood Village, CO

CRD 7988534

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-06

CO RA
APPROVED

Since 2026-07-06

Branch Locations

5299 Dtc Suite 1350, Greenwood Village, CO 80111 • United States

Watkins, CO • 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

Organization	City	State	From	To
True Wealth	Greenwood Village	CO	01/2025	Present
Self Employed	Arvada	CO	01/2023	12/2024
Unemployed	Fort Collins	CO	09/2021	12/2022
Education	Arvada	CO	01/2021	09/2021
Red Rocks Law Enforcement	Golden	CO	01/2020	01/2021
Education	Lakewood	CO	01/2016	12/2020
Osaic Wealth, Inc.	Greenwood Village	CO	05/2026	Present

01/2025 → Present

True Wealth

Greenwood Village, CO
01/2023 → 12/2024

Self Employed

Arvada, CO
09/2021 → 12/2022

Unemployed

Fort Collins, CO
01/2021 → 09/2021

Education

Arvada, CO
01/2020 → 01/2021

Red Rocks Law Enforcement

Golden, CO
01/2016 → 12/2020

Education

Lakewood, CO
05/2026 → Present

Osaic Wealth, Inc.

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-17

S66 Uniform Combined State Law Examination

2026-06-17

Other Names

Jake Rolin

View on SEC IAPD

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