Najera Renae Rogers

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → Present
  Morgan Stanley
  Houston, TX
• 06/2015 → 04/2017
  Jackson National Life Insurance Company
  Nashville, TN
• 08/2013 → 05/2017
  Fisk University
  Nashville, TN

Other Businesses

Boss Brands Consulting; Investment related - No; Madison Heights, MI; Branding Company; Owner; 06/2018; During business hours: 0; After business hours: 20 *686498- The Friendship Audit; Investment related: No; Houston, Texas; The Friendship Audit is a planned podcast focused on promoting healthy, intentional friendships and encouraging constructive communication in personal relationships.; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 20; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2017-10-24