Jonathan RogersCRD Number: 5307693
Current Firm: Forum Financial Management, LP
Compensation Model: Fee Only
Jonathan M. Rogers serves as Co-Managing Partner, Director of the Investment Committee and Chief Financial Officer at Forum. He previously worked for Dimensional Fund Advisors (DFA) in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.
His personal clients depend on his advice when making major financial decisions in their lives. He is an invaluable person in his clients’ lives because he provides peace of mind by looking after their investment accounts, savings plans and long-term well-being.
As the Co-Director of Forum’s Investment Committee, Jonathan organizes Forum’s due diligence and investment research initiatives. His analytical finance skills complement the experience of the other committee members, who average 28 years of experience in the industry.
Jonathan graduated from The University of Texas with a B.B.A. in Finance and a B.A. in Plan II Honors. He received his M.B.A. from The University of Chicago Booth School of Business with concentrations in Finance, Marketing, Operations, Entrepreneurship, and Analytical Management.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Forum Financial Management, LP||Lombard, IL||Dec 2011 - Current||6|
|Forum Financial Management, LLC||Lombard, IL||Jan 2011 - Current||6|
|University Of Chicago||Chicago, IL||Aug 2010 - Current||7|
|Dfa Securities LLC||Austin, TX||Apr 2007 - Current||10|
|Dimensional Fund Advisors LP||Austin, TX||Jan 2007 - Current||10|
|The University Of Texas||Austin, TX||Aug 2006 - Current||11|
|Universidad De Granada||Granada,||May 2006 - Current||11|
|The University Of Texas||Austin, TX||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts7,269ACCOUNTS
Average Account Value$280,262
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI
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