Jon M. Rogers

Jon M. Rogers Email and Phone Number

Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates @ Rogers Financial Group, LLC
rochester, new york, united states
Jon M. Rogers's Location
Greenville, South Carolina, United States, United States
Jon M. Rogers's Contact Details

Jon M. Rogers personal email

n/a

Jon M. Rogers phone numbers

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

Jon M. Rogers's Current Company Details
Rogers Financial Group, LLC

Rogers Financial Group, Llc

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Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates
rochester, new york, united states
Website:
rogersfinancialgroup.com
Employees:
9
Jon M. Rogers Work Experience Details
  • Osaic Wealth Mgt. Formerly Royal Alliance
    Manageing Executive
    Osaic Wealth Mgt. Formerly Royal Alliance Aug 1989 - Present
    Greenville Sc
    Series 7; Series 24 General Securities Principal ; Series 51Municipal Securities; Series 63 State Securities ; FSI MEMBER
  • Rogers Financial Group
    Financial Consultant, Ceo
    Rogers Financial Group Jan 1990 - Present
    Greenville, South Carolina Area
  • Mdrt
    Tot : Mdrt
    Mdrt Jun 2001 - Present
    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.
  • Mdrt
    Tot
    Mdrt 2001 - Present
  • Mdrt
    Tot
    Mdrt 2001 - 2016
  • Mdrt
    Tot
    Mdrt 2001 - 2015
  • Rogers Financial Group, Llc
    Chairman Of The Board, And Ceo
    Rogers Financial Group, Llc Jan 2000 - Present
    Greenville, South Carolina Area
    View
  • Webster University
    Adjunct Faculty
    Webster University Aug 1998 - Present
    Greenville, South Carolina Area
    Teach MBA courses in Finance, Marketing, and Business
    View
  • Royal Alliance Associates, Now Osaic Wealth
    Managing Executive
    Royal Alliance Associates, Now Osaic Wealth Mar 1989 - Present
    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.
  • Royal Alliance Associates, Now Osaic Wealth
    Registered Representative
    Royal Alliance Associates, Now Osaic Wealth Mar 1989 - Present
    Greenville, South Carolina, United States
    Series 7 Securities; Series 24 General Securities Principal Series 63 State Securities; Member of FSI
  • North Greenville University
    Faculty
    North Greenville University 1998 - 2015
    View
  • North Greenville University
    Faculty
    North Greenville University 1998 - 2015
    View
  • Liberty Life Insurance Company
    National Sales Manager
    Liberty Life Insurance Company Jan 1984 - Jan 1990
    Greenville, South Carolina, United States
    Develop a National Financial Marketing team to market life insurance, annuities, investments!
    View
  • Liberty Life Insurance Company
    Regional Sales Manager
    Liberty Life Insurance Company Jan 1983 - Jan 1984
    Greenville, South Carolina, United States
    Develop a Regional Financial Marketing team to market life insurance, annuities, investments!
    View
  • Metlife
    Regional Sales Manager
    Metlife Jun 1969 - Jan 1983
    Greenville, Sc, Atlanta, Ga. ; Milwaukee, Wi.
    Insurance sale and management
    View
  • Us Army
    Captain
    Us Army Jun 1964 - Jul 1975
    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!
    View
  • Hamliton Management Corporation
    Commission Sales Associate
    Hamliton Management Corporation Jul 1965 - Jun 1969
    Sc, Va, Vietmam, Ga
    Salesman of Mutual Funds, Life Insurance , Series 1, Life & Health Lic.!Qualified for President’s Conference in Bahamas!

Jon M. Rogers Skills

Strategic Planning Event Planning Budgets Public Speaking Marketing Strategy Sales Team Building Management Financial Services Marketing Finance Leadership Investments Leadership Development Financial Planning Business Strategy Entrepreneurship Nonprofit Organizations

Jon M. Rogers Education Details

Frequently Asked Questions about Jon M. Rogers

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 the current company?

Jon M. Rogers's current role is Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates.

What is Jon M. Rogers's email address?

Jon M. Rogers's email address is jr****@****drt.org

What is Jon M. Rogers's direct phone number?

Jon M. Rogers's direct phone number is +186444*****

What schools did Jon M. Rogers attend?

Jon M. Rogers attended The American College Of Financial Services, Lasalle University, Clemson University.

What are some of Jon M. Rogers's interests?

Jon M. Rogers has interest in Politics, Arts And Culture, Economic Empowerment.

What skills is Jon M. Rogers known for?

Jon M. Rogers has skills like Strategic Planning, Event Planning, Budgets, Public Speaking, Marketing Strategy, Sales, Team Building, Management, Financial Services, Marketing, Finance, Leadership.

Who are Jon M. Rogers's colleagues?

Jon M. Rogers's colleagues are Jon Rogers, De Anna Morris, Makayla Burks, Nicholas Rogers.

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