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903-747-3446 jay.oliver@rosepointcapital.com

Rose Point Capital Advisors

Rose Point Capital Advisors

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Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in meeting their long-term financial goals. By building long-term trusted relationships with his clients, Jay is in a postion to help  guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that will provide for the financial security and unique goals of each client.  “My commitment to my clients is to work towards being completely devoted to your financial success and to care more about you and your future than anyone else outside of your family.”Jay works with clients in all stages of life with specialties in IRA and retirement planning. The challenges of implementing a long-term retirement plan that will provide a life time inflation adjusted income requires a unique understanding of the investment markets, IRA rules, tax considerations and the unique circumstances associated with living through an extended retirement that could last twenty or thirty years.

Jay began his financial services career in 1990 after a successful career in business management. A graduate of Arkansas Tech University with a double major of Economics & Finance and Business Administration, Jay has completed professional programs, advanced courses, and rigorous examinations to receive his credentials for Chartered Mutual Fund Counselor from the Institute of Wealth Management in Denver, Colorado. He also received his fellowship from the National Association of Life Underwriters in Bethesda, Maryland, as well as his certification in Long-Term Care by The Corporation for Long-Term Care Certification in Newton, Massachusetts. Jay holds his Series 7, 63 and 65 securities registrations and his Group 1 insurance license. He is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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  •   210 South Broadway Suite 210, Tyler, Texas 75702
  •   903-747-3446
  •   jay.oliver@rosepointcapital.com

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D. Jay Oliver is licensed to conduct business in Texas and for non-registered insurance products only. D. Jay Oliver is also licensed and registered to conduct business in the following states: Texas, Arkansas, Illinois, Louisiana, Missouri and Oregon for non-registered and registered insurance products, as well as securities.

Rose Point Capital Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Rose Point Capital Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Rose Point Capital Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

2006199 DOFU 06/2018

Rose Point Capital Advisors, 210 S. Broadway., Suite 210, Tyler, Texas 75702,  or 903-747-3446.

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