Brian Roloson
J P Morgan Wealth Management at Jpmorganchase
Based in Columbus, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbus
Industry
Financial Services
Company size
238K
Contact information
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b•••••••@jpmorganchase.com
Phone
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Background
About Brian Roloson
Brian Roloson is an Executive Director and Private Client Advisor with J.P. Morgan Wealth Management in Columbus, Ohio. He has over 35 years of experience in financial services, financial planning, and investment portfolio management. Brian's clients include business owners, professionals, and high net worth individuals, as well as organizations, non-profits, and foundations. He guides his clients to determine their specific objectives, time horizon, and risk parameters, and recommends a strategy, and the types of investments and asset allocation that will help them reach their long term goals. Brian holds the FINRA Series 7 (General Securities), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor) licenses in multiple states, and also the life/health/variable insurance license.
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