Joshua Brett Rollins

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Texas Capital Bank
  Dallas, TX
• 07/2024 → Present
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 08/2022 → 05/2023
  Bankfirst Financial Services
  Starkville, MS
• 02/2022 → 08/2022
  Bankfirst Financial Services
  Starville, MS
• 09/2020 → 02/2022
  Bankfirst Financial Services
  Columbus, MS
• 05/2017 → 08/2017
  Fl Crane & Sons
  Fulton, MS
• 08/2016 → 06/2020
  Hendrix College
  Conway, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08

Other Names

• Josh Brett Rollins