Jay Rolfe has been Partner and CCO of Fortress Wealth Planning since January 2017, is a control person of the firm and directly owns between 5% and 10% of it. Jay Rolfe holds a Master of Business Administration in Emphasis in Finance and Economics from the University of Tulsa and a Bachelor of Arts in Philosophy, minor in Psychology from the University of Tulsa.
Fortress Wealth Planning, LLC is a Jacksonville Beach, FL firm with $794M under management, 161 clients and 6 advisers in one office, as of its August 2026 filing.
Jay D. Rolfe is Wealth Advisor and Founding Partner of Fortress Wealth Planning, based in Jacksonville Beach, Florida. He nurtures long-term relationships with clients and develops financial plans to help them through life's transitions. In financial services since 1986, he held senior-level positions at a bank, a trust company and a wealth management firm before co-founding Fortress, and his work covers estate, charitable, legacy, retirement and tax planning.
Jay Rolfe’s longest registration is the current one, 5 years at Fortress Wealth Planning since 2021. Before joining Fortress Wealth Planning in 2021, Jay Rolfe was registered through Hightower Advisors, LLC.
- Fortress Wealth PlanningCurrent– present · 5 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 307618
- Hightower Advisors, LLC– · 4 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 145323
Professional designations
Listed by Fortress Wealth Planning
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Estate Planner® (AEP®)
Investment adviser representative registrations
Jay Rolfe is registered as an investment adviser representative in Florida, since June 2021.
- FloridaSince 8 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jay Duncan Rolfe
- CRD
- 6769861
- Firm
- Fortress Wealth Planning · CRD 307618
- Role
- Partner and CCO
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthplanning.com
Where does Jay Rolfe work?
Jay Rolfe has been Partner and CCO of Fortress Wealth Planning, LLC since January 2017, and is a control person of the firm.
Is Jay Rolfe a financial advisor?
Yes. Jay Rolfe has a current investment-adviser registration in Florida, through Fortress Wealth Planning since June 2021.
How many years of experience does Jay Rolfe have?
Jay Rolfe has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Jay Rolfe passed?
Jay Rolfe passed the Series 65 in April 2017.
Where is Jay Rolfe based?
Jay Rolfe’s registered office is in Jacksonville Beach, FL.
Is Jay Rolfe registered with FINRA?
No. Jay Rolfe has no current broker registration.
How can I verify Jay Rolfe’s record?
Search CRD 6769861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Rolfe’s full registration record.
