Jay Duncan Rolfe
Partner And CcoFortress Wealth Planning, LLCCRD 6769861
About Jay Duncan Rolfe
Jay Duncan Rolfe is listed as Partner And Cco at Fortress Wealth Planning, LLC in Ponte Vedra Beach, FL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Fortress Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jay Duncan Rolfe work?
Jay Duncan Rolfe is listed as Partner And Cco at Fortress Wealth Planning, LLC on SEC Form ADV.
How much of Fortress Wealth Planning, LLC does Jay Duncan Rolfe own?
Form ADV reports a beneficial ownership band of 5-10%.
Fortress Wealth Planning, LLC
| Title | Partner And Cco |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2017 |