Jonathan Rogers, financial advisor Ogden UT
88 score

Jonathan Rogers

CRD Number: 6346966
Current Firm: Lpl Financial LLC

Jonathan Rogers (CRD# 6346966) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Ogden, UT Nov 2014 - Current 2
Fidelity Brokerage Services LLC Salt Lake City, UT Jun 2014 - Nov 2014 < 1
Utah State University Logan, UT Oct 2013 - May 2014 < 1
Utah State University Logan, UT Aug 2013 - Oct 2013 < 1
Brock And Associates St George, UT Nov 2012 - Aug 2013 < 1
Us Bank St George, UT Jan 2011 - Nov 2012 1
St George Recreation Center St George, UT Jan 2010 - Jan 2011 1
Church Of Jesus Christ Of Latter-day Saints Lima, Dec 2007 - Dec 2009 2
Dixie State University St George, UT Jul 2007 - Dec 2007 < 1
Rogers Construction St George, UT Jan 2004 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Jonathan B. Rogers
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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