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.
Jack Rogers, CFP®
Client Relationship Manager at StoneBridge Advisors, Inc.
Baltimore, Maryland, United States
Overview
Topics They Care 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.
Community Involvement
Volunteers with Best Buddies in Maryland, showing a commitment to supporting individuals with intellectual and developmental disabilities.
Media Appearances
Jack has no verified media appearances
Work History
1-2018
Client Relationship Manager at StoneBridge Advisors, Inc.
2-2016 - 12-2017
Financial Planning Associate at StoneBridge Advisors, Inc.
Education
2013 - 2017
Bachelor of Science - B.S. from University of Maryland - Robert H. Smith School of Business
More Information
Social Presence :
Prographics :
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Location : Baltimore, Maryland, United States
Job Level : Middle
Designation : Client Relationship Manager at StoneBridge Advisors, Inc.
