Lindsay Michelle Rogers
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesJun 2024 to now
- Morgan StanleySep 2023 to Jun 2024
- Morgan Stanley Private Bank, N.ASep 2023 to Jun 2024
- U.S. Bancorp Investments, Inc.Apr 2023 to Sep 2023
- U.S. BankApr 2023 to Sep 2023
- Investment Services At Uw Credit Union and LPL FinancialDec 2021 to Apr 2023
- LPL Financial LLCNov 2021 to Apr 2023
- Uw Credit UnionAug 2021 to Dec 2021
- Lindsay Michelle, LLCApr 2021 to Jun 2024
- Glen Oaks Insurance GroupMay 2019 to Aug 2023
- Aflac InsuranceSep 2017 to Dec 2019
- American Family InsuranceJan 2017 to Jun 2017
- Healthy MamaSep 2014 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4987416
- Firm CRD
- 250