Jack Matthew Rogers

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → Present
  Stonebridge Financial Advisors
  Ellicott City, MD
• 07/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Ellicott City, MD
• 09/2013 → Present
  University Of Maryland
  College Park, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Ellicott City, MD

Previous Registrations

• 2018-01-08 → 2025-01-24
  Osaic Fa, Inc.
  Ellicott City, MD

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Designations

• Certified Financial Planner