William Jay Rodgers

Current Employers

Employment History

• 07/1990 → Present
  William Rodgers Company
  Santa Ana, CA
• 12/1995 → 09/2025
  Avantax Investment Services, Inc
  Santa Ana, CA
• 11/2012 → 09/2025
  Avantax Advisory Services
  Santa Ana, CA
• 08/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Tustin, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Tustin, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-11-23 → 2025-09-05
  Avantax Advisory Services
  Santa Ana, CA
• 2002-08-21 → 2011-01-19
  Avantax Advisory Services
  Tustin, CA

Other Businesses

1) J.A. RODGERS MARITAL TRUST; 1442 IRVINE BLVD, STE 111, TUSTIN, CA 92780; 12/27/2010; 2hrs; 1hrs; SUCCESSOR TRUSTEE FOR MY MOTHER'S TRUST. I AM NOT THE REP OF RECORD. 2) RODGERS FAMILY TRUST; 1442 IRVINE BLVD, STE 111; TUSTIN, CA 92780; 12/27/2010; 5hrs; 2hrs; SUCCESSOR TRUSTEE FOR MY MOTHER'S TRUST. I AM NOT THE REP OF RECORD. 3) THE J.A. RODGERS BYPASS TRUST; 1442 IRVINE BLVD, STE 111; TUSTIN, CA 92780; 12/27/2010; 2hrs; 1hrs; SUCCESSOR TRUSTEE FOR MY MOTHER'S TRUST. I AM NOT THE REP OF RECORD. 4) William Rodgers Company; 1442 Irvine Blvd STE 111, Tustin, CA 92780; Tax Preparation/Accounting, Tax Preparation/Accounting; 12/1/1990; 50hrs; 30hrs; Preparation of tax returns and financial statements for small businesses, individuals and trusts.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-15
• S63 Uniform Securities Agent State Law Examination
  1995-12-28

Other Names

• William Jay Rodgers