Blake Watson Kennedy
Investment adviser representative at Rogan & Associates
10 yearsExperience
2 statesRegistered in
$709.6MFirm assets
17 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- J.W. Cole Financial, Inc.May 2025 to now
- Rogan & Associates, Inc.Jan 2018 to now
- The Csi CompaniesMay 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Rogan & Associates
Legal name: Rogan & Associates, Inc.
$709.6MAssets managed
1,483Clients
8Advisers
17 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
- 6938074
- Firm CRD
- 42762