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Elizabeth Cameron Rogers

Ellevest

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About Elizabeth Cameron Rogers

Elizabeth Rogers is a financial advisor at Ellevest. Elizabeth is licensed in New York and Texas and holds the Series 3, Series 7, and Series 63 securities licenses, along with the SIE exam. Elizabeth is also a Chartered Financial Analyst. Before joining Ellevest, Elizabeth worked for J.P. Morgan Securities LLC and J.P. Morgan Institutional Investments Inc.

Firm Information

Elizabeth Rogers is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Elizabeth Rogers’s Registration & Firm History

NY

09/17/2019 - Present

Ellevest (NEW YORK NY)

NY

09/28/2017 - 09/04/2019

J.P. MORGAN SECURITIES LLC (New York NY)

NY

02/08/2011 - 09/29/2017

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 3 - National Commodity Futures Examination

BC

Issued 02/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Cameron Rogers.
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