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
Professional Designations
Company Name Location Dates Years
Forum Financial Management, LP Lombard, IL Dec 2011 - Current 5
Forum Financial Management, LLC Lombard, IL Jan 2011 - Current 5
University Of Chicago Chicago, IL Aug 2010 - Current 6
Dfa Securities LLC Austin, TX Apr 2007 - Current 9
Dimensional Fund Advisors LP Austin, TX Jan 2007 - Current 9
The University Of Texas Austin, TX Aug 2006 - Current 10
Universidad De Granada Granada, May 2006 - Current 10
The University Of Texas Austin, TX Aug 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Insights by Jonathan M. Rogers
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

Ready to hire a financial advisor? Get competitive proposals from Jonathan Rogers and other advisors.
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.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.