James Morgan Rogers
Investment adviser representative at Aurelius Family Office, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$315.3MFirm 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 assetsFixed 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
10 years in the industry.
- Aurelius Family Office, LLCJan 2023 to now
- Acceleratred Wealth Advisors LLCFeb 2020 to Jan 2023
- U.S. ArmyMay 2016 to Feb 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (LA).
Aurelius Family Office, LLC
$315.3MAssets managed
167Clients
5Advisers
4 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
- 6101155
- Firm CRD
- 323016