Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marichal Rogers is a financial advisor at Forum Financial Management, LP located in Lombard, Illinois. Jonathan has been in the financial services industry since 2007. Jonathan is a Certified Financial Planner and holds Series 66 and Series 7 licenses. Jonathan has a strong focus on working with individuals, high net worth individuals, corporations, businesses, and charitable organizations. Jonathan has experience providing a wide range of financial planning and investment management services.
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.
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.
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IL
02/27/2013 - Present
Forum Financial Management, LP (LOMBARD IL)
TX
04/06/2007 - 08/03/2010
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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