Since 2012, Jonathan M Rogers has been working in Forum Financial Management located 190, 190. Jonathan M Rogers is a high-skilled Partner, Director of Adviser Services with over three years of work experience. According to Jonathan's resume and work profile, this professional has worked at more than two places with numerous backgrounds and gained different skills. Jonathan attended school at the The University of Chicago - Booth School of Business from 2010 to 2012. This professional has professional certification in Cfp. Jonathan can be found in Volo, Illinois – where this person is currently located. You can search for this person's email address and phone number. We can also provide you with additional contact information upon request.
Name variants:
Jon Rogers,
Jonny Rogers
Last updated May 28, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jo**@rogersgeorgetown.com
Location
Volo, IL
Company
Workplace
Partner, Director of Adviser Services
Lombard, IL
Industry
Financial Services, Management Services
Colleagues
Work History
Partner, Director of Adviser Services
Lombard, IL
Jonathan serves on the investment committee as well as acts as the primary contact for the advisers who constitute Forum's Wealth Adviser Alliance. In the latter role, he works closely with ...
from Jan 2012
Education
2002 — 2006
1998 — 2002
Occupations
Executive
Partner
Director
Counselor
Tailor
Advisor
Accountant
Finance and Accounting Specialist
Scientist
Senior Associate
Financial Broker
Financial Consultant
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Supporting Member
Team Member
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Financial Modeling
Financial Analysis
Financial Services
Finance
Asset Management
Valuation
Portfolio Management
Corporate Finance
Asset Allocation
Estate Planning
Marketing
Retirement
Small Business
Insurance
Wealth Management
Retirement Planning
Due Diligence
Equities
Personal Finance
Financial Advisory
Entrepreneurship
Investment Management
Management
Strategy
Mergers and Acquisitions
FAQs about Jonathan M Rogers
What is the main profession of Jonathan M Rogers?
The expert is a Co-Managing Partner at Forum Financial Management.
What jobs is Jonathan a professional at?
The expert is proficient at such jobs as Executive and Partner.
Where does Jonathan M Rogers currently live?
Jonathan M Rogers currently lives in Volo, Illinois.
Does Jonathan M Rogers have the email address?
jo**@rogersgeorgetown.com is The expert's email address.
How many companies did Jonathan M Rogers work at?
Jonathan M Rogers worked at two jobs.
Does Jonathan M Rogers have personal webpage or blog?
The professional`s website is http://www.forumfin.com.
What education does Jonathan M Rogers have?
Jonathan studied at the University of Chicago - Booth School of Business from 2010 to 2012.
Are there any professional certifications, that Jonathan M Rogers has?
Jonathan M Rogers received the following certifications: Cfp.