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Jessica Lee Rodgers

Rodgers & Associates

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About Jessica Lee Rodgers

Jessica Lee Rodgers is a financial advisor in LANCASTER, PA with over 30 years of experience in the financial services industry. Jessica is currently registered with Rodgers & Associates and previously worked at Girard Securities, Inc., Sentra Securities Corporation, and Prudential Securities Incorporated. Jessica specializes in financial planning and portfolio management for individuals and charitable organizations. Jessica holds Series 7, 24, 63, and 65 securities licenses.

Firm Information

Jessica Rodgers is currently registered with Rodgers & Associates. Rodgers & Associates is an investment advisor headquartered in Lancaster, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $1.34 billion in assets for over 3,300 clients.
Rodgers & Associates

2025 LITITZ PIKE

LANCASTER, PA 17601

$1.34B

Assets Under Management

Not reported

Total Clients

13

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 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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Jessica Rodgers’s Registration & Firm History

PA

10/10/2002 - Present

Rodgers & Associates (LANCASTER PA)

CA

09/06/2002 - 12/31/2005

GIRARD SECURITIES, INC. (SAN DIEGO CA)

AZ

12/06/1996 - 09/12/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NY

07/23/1992 - 12/12/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/24/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/1997

Series 24 - General Securities Principal Examination

BC

Issued 07/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Lee Rodgers.
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