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Jason James Rogan

Crews & Associates, Inc.

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About Jason James Rogan

Jason Rogan has been in the financial services industry since June 2004. Currently, Jason is registered with Crews & Associates, Inc. in New York, NY. Jason has held previous roles at DINOSAUR FINANCIAL GROUP, L.L.C, ODEON CAPITAL GROUP LLC, GUGGENHEIM SECURITIES, LLC, JEFFERIES & COMPANY, INC., BONDS DIRECT SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jason holds the Series 3, SIE, Series 7, and Series 24 licenses. Jason is also registered in Arkansas, Connecticut, and New York. Jason specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jason Rogan is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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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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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percentage of assets

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

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Jason Rogan’s Registration & Firm History

NY

05/20/2024 - Present

Crews & Associates, Inc. (New York NY)

NY

09/21/2020 - 04/16/2024

DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)

NY

05/15/2015 - 04/01/2019

ODEON CAPITAL GROUP LLC (NEW YORK NY)

NY

03/25/2009 - 01/23/2015

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

NY

10/16/2003 - 02/23/2009

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

10/17/2003 - 11/01/2004

BONDS DIRECT SECURITIES LLC (NEW YORK NY)

NY

03/04/2002 - 06/17/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/07/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason James Rogan.
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