Jon Rogers (CRD# 402825) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 39 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rogers Financial Advisory Group, LLC | Greenville, SC | Feb 2004 - Current | 20 |
| Rogers Financial Group, LLC | Greenville, SC | Dec 1999 - Current | 24 |
| Osaic Wealth, Inc. F/k/a Royal Alliance Associates, Inc. | Greenville, SC | Nov 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
- SC
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$204,643
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
SC
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