Elizabeth RogersCRD Number: 5840394
Current Firm: Ellevest
Elizabeth Rogers (CRD# 5840394) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 11 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Jpmorgan Chase Bank Na||New York, NY||Sep 2017 - Current||5|
|Jpmorgan Securities LLC||New York, NY||Sep 2017 - Current||5|
|J.p. Morgan Institutional Investments Inc.||Chicago, IL||Dec 2010 - Sep 2017||6|
|Jpm Investment Management Inc.||Chicago, IL||Jul 2010 - Sep 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
Total Assets Under Management1,435MILLIONS
Total Number of Accounts136,302ACCOUNTS
Average Account Value$10,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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