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John Bradley Rodgers

Churchill Management Group

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About John Bradley Rodgers

John Bradley Rodgers is a financial advisor at Churchill Management Group. John Rodgers has been working in the financial services industry since 1998. John Rodgers is registered with the state of Florida as an investment advisor representative (IAR). John Rodgers has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. John Rodgers provides a variety of services to clients, including financial planning, portfolio management, and pension consulting. John Rodgers has been employed with Churchill Management Group since 2012. John Rodgers has held previous positions at TD Ameritrade and Charles Schwab & Co., Inc.

Firm Information

John Rodgers is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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John Rodgers’s Registration & Firm History

TN

01/07/2022 - Present

Churchill Management Group (SPRING CITY TN)

GA

03/09/2005 - 03/20/2012

TD AMERITRADE, INC. (ALPHARETTA GA)

TX

03/27/1998 - 07/16/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bradley Rodgers.
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