Jonathan Rogers, financial advisor Lombard IL
104 score

Jonathan Rogers

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jonathan M. Rogers
By the Numbers
  • Total Assets Under Management
    2,037
    MILLIONS
  • Total Number of Accounts
    7,269
    ACCOUNTS
  • Average Account Value
    $280,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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