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Jay Duncan Rolfe

Fortress Wealth Planning

Jacksonville Beach, FL

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Current Employers
Fortress Wealth Planning

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-08
  • FL RA
    APPROVED
    Since 2021-06-08

Branch Locations

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • 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
Wells Fargo Bank Jacksonville FL 08/1998 01/2017
Hightower Advisors, Llc Ponte Vedra Beach FL 01/2017 06/2021
Fortress Wealth Planning Ponte Vedra Beach FL 06/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-18
  • S65 Uniform Investment Adviser Law Examination
    2017-04-18

View on SEC IAPD

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