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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason M. Rogers is a financial advisor with over 13 years of experience in the industry. Jason is currently registered with Osaic Wealth, Inc. Jason has a broad range of experience and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Jason is an experienced investment advisor representative who has worked with a variety of clients, including individuals, families, and businesses. Jason has worked for several financial institutions, including MML Investors Services, LLC and NYLIFE Securities LLC. Jason's prior experience as an insurance broker gives him the ability to assess and understand his client's total financial picture. Jason also provides financial planning services, including retirement planning, college savings planning, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
10/11/2024 - Present
Osaic Wealth, Inc. (South Yarmouth MA)
MA
12/13/2011 - 12/21/2017
MML INVESTORS SERVICES, LLC (PLYMOUTH MA)
MA
04/05/2010 - 12/01/2011
NYLIFE SECURITIES LLC (HYANNIS MA)
IA
Issued 04/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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