JD
Jay Duncan Rolfe
CRD 6769861
Firms
| Firm | Role | As of |
|---|---|---|
| Fortress Wealth Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Fortress Wealth Planning, Llc
Partner And Cco · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗