Jason Andrew Rodgers
Investment adviser representative at Osaic Advisory Services, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Advisory Services, LLCFeb 2026 to now
- Beacon Financial Group, IncNov 2021 to now
- Lincoln Financial Advisors, IncDec 2019 to Feb 2022
- Wellington Shields & Co. LLCApr 2011 to Dec 2019
- Soleil SecuritiesAug 2005 to Dec 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3235116
- Firm CRD
- 171070