Jason A. Rolence

CLEARLINE LLC

AURORA, IL 60504

Some features on this profile are disabled

CRD#: 2519046

Professional summary

Jason Anthony Rolence is a registered financial advisor currently at CLEARLINE LLC located in Aurora, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 4 firms and has passed the Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADVISOROP LLC PROVIDE SOFTWARE SOLUTIONS TO RIA'S PARTNER SINCE JUNE 2019 10 HOURS PER WEEK NOT INVESTMENT RELATED ROLENCE CONSULTING GROUP CONSULTANT TELECOMMUNICATIONS INFRASTRUCTURE WILL CONDUCT FINANCIAL ANALYSIS OF PROJECTS AND OTHER BUSINESS VENTURES SINCE 08/01/2021 NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Anthony Rolence's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 27, 2024 - Present

CLEARLINE LLC

Office #1: 1144 Stonehaven Cir., Aurora, IL 60504

RIA

CRD#: 331635

AURORA, IL

Past

June 11, 2012 - May 31, 2023

PREMISE CAPITAL, LLC

RIA

CRD#: 162430

AURORA, IL

Past

June 27, 2001 - May 22, 2002

EXT ELECTRONIC EXCHANGE TRADING, INC.

CRD#: 47385

CHICAGO, IL

Past

September 7, 1994 - August 19, 1999

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/29/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CLEARLINE LLC

CRD#: 331635 / SEC#:

Illinois

Registered Investment Advisory firm - (8/27/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1144 Stonehaven Cir., Aurora, IL 60504

Mailing Address

Phone number

(630) 301-9168

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,281,447

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.

Similar Advisors

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Flavia Cardozo

J.P. MORGAN SECURITIES LLC

IAR

Naperville, IL

Justin Dagostino

VERTEX PARTNERS

IAR

Downers Grove, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason A. Rolence

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Anthony Rolence's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARLINE LLC

PREMISE CAPITAL, LLC

EXT ELECTRONIC EXCHANGE TRADING, INC.

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/1994

Series 7

Date: 9/6/1994

Series 8

Date: 5/29/1997

Current Firm

CLEARLINE LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARLINE LLC

TRUST BUT VERIFY

Similar Advisors