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Jack Matthew Rogers

Osaic Wealth, Inc.

Ellicott City, MD

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

24 Frederick Road, Ellicott City, MD 21043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonebridge Financial Advisors Ellicott City MD 02/2016 Present
Lincoln Financial Advisors Corporation Ellicott City MD 07/2017 01/2025
University Of Maryland College Park MD 09/2013 Present
Osaic Wealth, Inc. Ellicott City MD 01/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-13
  • S66 Uniform Combined State Law Examination
    2017-12-13
Designations

View on SEC IAPD

Other Firms

FOUNDERS FINANCIAL SECURITIES LLC
LEE FINANCIAL ASSOCIATES, INC.
BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC

Other Investors

MARK ANDREW TIMMICK
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD
LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD
OSAIC WEALTH, INC. · ELLICOTT CITY, MD
BLUEPRINT WEALTH MANAGEMENT INC. · ELLICOTT CITY, MD
KESTRA ADVISORY SERVICES, LLC · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · ELLICOTT CITY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Ellicott City, MD

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