Jon Rogers
Jon Rogers is a registered investment advisor at Rogers Financial Advisory Group, LLC, based in Greenville, SC, with 54 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 151 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogers Financial Advisory Group manages variable annuity products through programs offered by Osaic Wealth, Inc. Fees for these programs are detailed in the program brochures provided to clients. The specific fees depend on the program selected, such as Advisor Managed Portfolios, Model Portfolios Program, or SMA/UMA Program.
Location
7 Boyce Avenue, Greenville, SC, 29601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon owns Jon Rogers, Ins., selling life insurance and long-term care insurance, dedicating minimal time. He is also a registered principal of Rogers Fin. Advisory Group and owner of Rogers Financial Group, LLC, which involves teaching, consulting, and volunteer work.
Employment History
Current Registrations
Rogers Financial Advisory Group, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Integrated Resources Equity CorporationBroker
H. Beck, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.