Jerry Rogers in

Jerry Rogers

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Founder at Rogers Tax Advisory Group
📍 Charleston, South Carolina Metropolitan Area, United States

Jerry Rogers is the Founder of Rogers Tax Advisory Group, bringing over 33 years of experience as a retirement and 401k specialist. A graduate of Charleston Southern University, he focuses on creating successful retirement plans. Clients and colleagues often describe him as knowledgeable, straightforward, and a person of high integrity.

His professional focus is centered on providing families with financial peace of mind, ensuring their decisions support their desired lifestyle and retirement goals. He emphasizes a holistic and personal approach to financial planning, aiming to build long-term security and confidence for his clients.

Unique fact: Jerry has been recognized as "Advisor of the Year" and has published articles on financial moves to make on birthdays and work anniversaries.

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Experience
49 Years
Current Role
Founder
Job Level
Leadership
Location
Charleston, South Carolina Metropolitan Area, United States
Personality Overview

How Jerry shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jerry cares about

Retirement Security
His career of over 33 years is dedicated to creating "retirement success plans" that ensure clients feel confident they won't outlive their money.
401k Maximization
He created the "401k MAX program" to provide advice tailored to specific company 401k plans, highlighting his expertise in this area.
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Career

Work history

6-2015
Founder
Rogers Tax Advisory Group
1-1989
Founder
Rogers Tax Advisory Group
1-1989
Retirement Specialist and 401k Expert
Rogers Tax Advisory Group
8-1988 - 8-1989
Insurance Agent
State Farm Insurance
8-1987 - 8-1988
Investment Advisor
South Carolina Federal Savings Bank
In the press

Media appearances

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Education
1982 - 1984
B.S.
Charleston Southern University
1974 - 1981
Bachelor of Science (B.S.)
College of Charleston
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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