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Jonathan Michael Rollins

Trpc Advisory Services

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About Jonathan Michael Rollins

Jonathan Rollins is an investment advisor representative at Trpc Advisory Services, Inc. Jonathan has been in the financial services industry since 2010. Jonathan is licensed in Texas and has passed several industry exams, including the Series 6, Series 7, Series 63, and Series 65 exams. Jonathan's current registration is with Trpc Advisory Services, Inc. as an Investment Advisor Representative. Previously, Jonathan was employed by First Command Financial Planning, Inc. as an Investment Advisor Representative. Jonathan is committed to providing comprehensive financial planning services to help individuals and families reach their financial goals. Jonathan specializes in working with individuals and families, helping them achieve their financial goals.

Firm Information

Jonathan Rollins is currently registered with Trpc Advisory Services. Trpc Advisory Services is an investment advisor based in Brentwood, TN. The firm provides pension consulting and educational seminars. They have 11 investment advisor representatives and manage over $899 million in assets for 644 clients, primarily pension and profit-sharing plans. Their website addresses are www.linkedin.com/company/the-retirement-plan-company-llc, www.facebook.com/TRPCweb/, and www.trpcweb.com.
Trpc Advisory Services

5200 MARYLAND WAY

BRENTWOOD, TN 37027

$899.18M

Assets Under Management

Not reported

Total Clients

7

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Rollins’s Registration & Firm History

TX

02/20/2019 - Present

Trpc Advisory Services (GRAPEVINE TX)

TX

02/24/2010 - 05/18/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 03/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Michael Rollins.
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