Jack Rogers, CFP®

Client Relationship Manager at StoneBridge Advisors, Inc.

📍 Baltimore, Maryland, United States

Jack Rogers is a CERTIFIED FINANCIAL PLANNER™ practitioner and Client Relationship Manager at StoneBridge Advisors. He leverages a B. S. in Finance from the University of Maryland to help clients with retirement, investment, and tax planning. He holds Series 7 and Series 66 registrations and is a member of the firms Investment Committee.

A Maryland native residing in Baltimore, Jack is an avid New England Patriots fan. In his personal time, he enjoys golfing, hiking, and cooking. He is also actively involved in his community through volunteer work.

He volunteers with Best Buddies in Maryland, an organization dedicated to creating opportunities for people with intellectual and developmental disabilities.

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Experience

9 Years

Current Role

Client Relationship Manager

Job Level

Middle

Location

Baltimore, Maryland, United States

Personality Overview

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Priorities

Topics Jack cares about

Comprehensive Financial Planning

As a CFP® professional, he is skilled in retirement planning, investment analysis, and personal cash flow and tax planning to help clients identify and achieve their goals.

Investment Management

Sits on the StoneBridge Advisors Investment Committee, indicating a deep involvement in developing and overseeing investment strategies for the firm's clients.

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Career

Work history

1-2018

Client Relationship Manager

StoneBridge Advisors, Inc.

2-2016 - 12-2017

Financial Planning Associate

StoneBridge Advisors, Inc.

In the press

Media appearances

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Education

2013 - 2017

Bachelor of Science - B.S.

University of Maryland - Robert H. Smith School of Business

Social presence

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