Jonathan Marichal Rogers

Current Employers

Employment History

• 01/2012 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2007-05-18 → 2011-11-17
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

1) Rental Property; Not investment related; 2026 Warren Ave, Downers Grove, IL 60515; Rental Property; Owner; 12/2019; Less than 5 hours per month; Less than 5 hours during securities trading hours; Own and lease property, collect rent and handle maintenance and repairs. 2) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 1/2012; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 3) Forum Shared Services; Not investment related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; Managed Services Company; Director; 10/2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 4) Forum Administrative Services; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Entity created to pay shared overhead expenses; President and Director; 7/2017; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversee and manage overhead costs and attend board meetings 5) 7 Guys Office Condo LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Reale estate entity owning office condominiums; Manager; 6/2018; Less than 5 hours per month; Less than 5 hours during securities trading hours; No direct activities, real estate investment.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-15

Designations