Jason Eric Rodgers
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesOct 2025 to now
- Community Bank of MsOct 2021 to Oct 2025
- LPL Financial LLCOct 2021 to Oct 2025
- Cetera Investment Advisers LLCNov 2019 to Oct 2021
- Cetera Investment Services LLCNov 2019 to Oct 2021
- Regions BankNov 2019 to Oct 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2019
- Morgan StanleyJun 2013 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
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
- 6211993
- Firm CRD
- 250