Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Rogers has been a registered investment advisor since 1995. Currently, Jonathan is registered with Cetera Investment Advisers LLC in Massachusetts. Jonathan has also held previous positions with Investors Capital Corp., Mutual Service Corporation, Salomon Smith Barney Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan has a wide range of experience and is able to offer investment advice to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Jonathan offers a variety of financial planning services, including portfolio management, retirement 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.
1
2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (SCITUATE MA)
MA
11/14/2003 - 10/03/2016
INVESTORS CAPITAL CORP. (BOSTON MA)
MA
04/23/2001 - 11/17/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
07/27/1998 - 04/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/31/1996 - 07/30/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/09/1995 - 06/11/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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