Jon M. Rogers
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Jon M. Rogers Email & Phone Number

Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates at Rogers Financial Group, LLC
Location: Greenville, South Carolina, United States 17 work roles 3 schools
2 work emails found @rogersfinancialgroup.com 2 phones found area 864 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@rogersfinancialgroup.com
Direct phone (864) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates
Location
Greenville, South Carolina, United States
Company size

Who is Jon M. Rogers? Overview

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Quick answer

Jon M. Rogers is listed as Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates at Rogers Financial Group, LLC, a with 9 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at rogersfinancialgroup.com, phone signal with area code 864, and a matched LinkedIn profile for Jon M. Rogers.

Jon M. Rogers previously worked as Manageing Executive at Osaic Wealth Mgt. Formerly Royal Alliance and Financial Consultant, CEO at Rogers Financial Group. Jon M. Rogers holds Clu. Chfc, Aams, Mrfc*, Cap*, Financial Planning. Investment. Management, Philanthropy, Pass from The American College Of Financial Services.

Company email context

Email format at Rogers Financial Group, LLC

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jrogers@rogersfinancialgroup.com
82% confidence

AeroLeads found 2 current-domain work email signals for Jon M. Rogers. Compare company email patterns before reaching out.

Profile bio

About Jon M. Rogers

Jon is a Greenville native who has his PhD. in Financial Planning as well as manyqualifications that have allowed him to achieve the experience needed to care for each of hisclients. Jon is a Chartered Financial Consultant, a Chartered Life Underwriter, a CAP, and has workedin the financial services industry for more than 50 +years. Along with his manyaccomplishments in the financial industry, Jon is also an Adjunct Professor at WebsterUniversity and North Greenville University, where he teaches courses in Finance, Marketing,and Business.Along with a vast knowledge of the financial arena, Jon brings a lifetime of practicalexperience to the planning table. He enjoys bringing a personal touch to every aspect of hisbusiness and treats each of his clients with the same southern hospitality that he shows to hisfamily and friends.Jon is married to Jeanette, and together they have three daughters, ten grandchildren and two great grandsons! As a lifelong learner I have just completed my designation as Chartered Advisor in Philanthropy (CAP)! ‘21

Listed skills include Strategic Planning, Event Planning, Budgets, Public Speaking, and 14 others.

Current workplace

Jon M. Rogers's current company

Company context helps verify the profile and gives searchers a useful next step.

Rogers Financial Group, LLC
Rogers Financial Group, Llc
Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates
rochester, new york, united states
Employees
9
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17 roles · 29 years

Jon M. Rogers work experience

A career timeline built from the work history available for this profile.

Manageing Executive

Current
Osaic Wealth Mgt. Formerly Royal Alliance

Greenville Sc

Series 7; Series 24 General Securities Principal ; Series 51Municipal Securities; Series 63 State Securities ; FSI MEMBER

Aug 1989 - Present

Financial Consultant, Ceo

Current
Rogers Financial Group

Greenville, South Carolina Area

Jan 1990 - Present

Tot : Mdrt

Current
Mdrt

Greenville, South Carolina Area

Life member of MDRT 37 years : Top of Table member 21 years-Top 5% of Financial Professionals in USA**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client?s evaluation. Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Jun 2001 - Present

Tot

Current
Mdrt
2001 - Present ~25 yrs 6 mos

Tot

Mdrt
2001 - 2016 ~15 yrs

Tot

Mdrt
2001 - 2015 ~14 yrs

Adjunct Faculty

Current

Greenville, South Carolina Area

Teach MBA courses in Finance, Marketing, and Business

Aug 1998 - Present

Managing Executive

Current
Royal Alliance Associates, Now Osaic Wealth

Greenville, South Carolina Area

General Securities Principal (series 24) FSI member ; series 1; series 51 ; state securities 63 Member of Royal Council, Top 20% of RR& ME’s.

Mar 1989 - Present

Registered Representative

Current
Royal Alliance Associates, Now Osaic Wealth

Greenville, South Carolina, United States

Series 7 Securities; Series 24 General Securities Principal Series 63 State Securities; Member of FSI

Mar 1989 - Present

National Sales Manager

Greenville, South Carolina, United States

Develop a National Financial Marketing team to market life insurance, annuities, investments!

Jan 1984 - Jan 1990

Regional Sales Manager

Greenville, South Carolina, United States

Develop a Regional Financial Marketing team to market life insurance, annuities, investments!

Jan 1983 - Jan 1984

Regional Sales Manager

Greenville, Sc, Atlanta, Ga. ; Milwaukee, Wi.

Insurance sale and management

Jun 1969 - Jan 1983

Captain

United States, Vietnam, Ft Benning, Ft Lee

Served as an officer in various Logistics Units during the Vietnam War, 25 th INF. and in the Army Reserves until 1975, Awarded Bronze Star; Army Air Medal, Army Commendation Medal with Oak Leaf Cluster!

Jun 1964 - Jul 1975

Commission Sales Associate

Hamliton Management Corporation

Sc, Va, Vietmam, Ga

Salesman of Mutual Funds, Life Insurance , Series 1, Life & Health Lic.!Qualified for President’s Conference in Bahamas!

Jul 1965 - Jun 1969
Team & coworkers

Colleagues at Rogers Financial Group, LLC

Other employees you can reach at rogersfinancialgroup.com. View company contacts for 9 employees →

3 education records

Jon M. Rogers education

Doctor Of Philosophy (Ph.D.), Financial Management, 3.5

Lasalle University

Activities and Societies: Delta Mu Delta, Adjunct Professor in Financial Management, Marketing, and BusinessBusiness society.

Bachelor Of Science (Bs), Master Of Science (Ms), Agricultural Business And Management, 3.0

Activities and Societies: Tiger Brotherhood. Blue Key Alpha Zeta. ADSA. ROTC, Distinguished Military Graduate, Dairy Products Evaluation.

FAQ

Frequently asked questions about Jon M. Rogers

Quick answers generated from the profile data available on this page.

What company does Jon M. Rogers work for?

Jon M. Rogers works for Rogers Financial Group, LLC.

What is Jon M. Rogers's role at Rogers Financial Group, LLC?

Jon M. Rogers is listed as Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates at Rogers Financial Group, LLC.

What is Jon M. Rogers's email address?

AeroLeads has found 2 work email signals at @rogersfinancialgroup.com for Jon M. Rogers at Rogers Financial Group, LLC.

What is Jon M. Rogers's phone number?

AeroLeads has found 2 phone signal(s) with area code 864 for Jon M. Rogers at Rogers Financial Group, LLC.

Where is Jon M. Rogers based?

Jon M. Rogers is based in Greenville, South Carolina, United States while working with Rogers Financial Group, LLC.

What companies has Jon M. Rogers worked for?

Jon M. Rogers has worked for Osaic Wealth Mgt. Formerly Royal Alliance, Rogers Financial Group, Mdrt, Rogers Financial Group, Llc, and Webster University.

Who are Jon M. Rogers's colleagues at Rogers Financial Group, LLC?

Jon M. Rogers's colleagues at Rogers Financial Group, LLC include Nicholas Rogers, De Anna Morris, Jon Rogers, and Makayla Burks.

How can I contact Jon M. Rogers?

You can use AeroLeads to view verified contact signals for Jon M. Rogers at Rogers Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jon M. Rogers attend?

Jon M. Rogers holds Clu. Chfc, Aams, Mrfc*, Cap*, Financial Planning. Investment. Management, Philanthropy, Pass from The American College Of Financial Services.

What skills is Jon M. Rogers known for?

Jon M. Rogers is listed with skills including Strategic Planning, Event Planning, Budgets, Public Speaking, Marketing Strategy, Sales, Team Building, and Management.

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