Jason A. Rolence
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Anthony Rolence was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1994. Jason had worked at 4 firms and has passed the Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 27, 2024 - February 24, 2026
CLEARLINE LLC
June 11, 2012 - May 31, 2023
PREMISE CAPITAL, LLC
June 27, 2001 - May 22, 2002
EXT ELECTRONIC EXCHANGE TRADING, INC.
September 7, 1994 - August 19, 1999
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 5/29/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
CLEARLINE LLC
CRD#: 331635 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 1,820,731 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
