Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brent Rogers is a financial advisor with over 10 years of experience in the industry. Jonathan is registered with Raymond James Financial Services Advisors, Inc. in Saint George, UT. Jonathan also has experience with LPL FINANCIAL LLC, and Fidelity Brokerage Services LLC. Jonathan works with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Jonathan is licensed to provide financial advice in several states.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Saint George UT)
UT
11/21/2014 - 07/30/2024
LPL FINANCIAL LLC (ST. GEORGE UT)
UT
07/14/2014 - 12/10/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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