Jonathan Michael Rollins

14 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management

Trpc Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

632 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Location

7301 SH 161, Suite 100, Irving, TX, 75039

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Daybright Advisory Services, INC.

February 2019 - Present · 7 yrs

Previous Registrations

First Command Advisory Services

December 2015 - May 2017 · 1 yr 5 mos

First Command Financial Planning, INC.

March 2010 - December 2015 · 5 yrs 9 mos

First Command Financial Planning, INC.Broker

February 2010 - May 2017 · 7 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.