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Jay Carlton Rohlman

Bankers Life Securities, Inc.

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About Jay Carlton Rohlman

Jay Carlton Rohlman is a registered representative with Bankers Life Securities, Inc. Jay is licensed in Kansas and Oklahoma. Jay is a Series 7, Series 63, and Series 66 licensed representative with experience in the financial services industry. Jay's office is located in Salina, Kansas.

Firm Information

Jay Rohlman is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jay Rohlman’s Registration & Firm History

KS

09/13/2022 - Present

Bankers Life Securities, Inc. (Salina KS)

OK

03/22/2021 - 06/20/2022

BANKERS LIFE SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 04/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Carlton Rohlman.
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