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John Stanton Rogers

Summit Financial

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About John Stanton Rogers

John Stanton Rogers is an Investment Advisor Representative at Summit Financial. John has been in the financial industry for 1 year and 10 months. He holds Series 63, 65, 7TO and SIE licenses. John is a registered Investment Advisor Representative in Maryland and currently has 1 approved SRO registration and 1 approved FINRA registration. John is licensed to provide advisory services, financial planning and selection of other advisors. He has a diverse client base including high net worth individuals, corporations and individuals.

Firm Information

John Rogers is currently registered with Summit Financial. Summit Financial is an investment advisor headquartered in HUNT VALLEY, MD. The firm has 4 licensed agents, 6 investment advisor representatives, and 6 registered representatives. They manage approximately $255,026,324 in assets for 583 clients. Summit Financial provides financial planning, portfolio management for individuals, and selection of other advisers. Their client base includes individuals other than high-net-worth individuals, high-net-worth individuals, and corporations or other businesses. They participate in wrap fee programs.
Summit Financial

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$255.03M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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John Rogers’s Registration & Firm History

MD

05/07/2024 - Present

Summit Financial (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 05/07/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Stanton Rogers.
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