Jason M Rogers

Current Employers

Employment History

• 12/2011 → 12/2017
  Mml Investors Services
  Plymouth, MA
• 11/2011 → Present
  Mass Mutual Life Insurance Company
  Plymouth, MA
• 12/2017 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-04-12 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) CAPE COD WEALTH STRATEGIES AND INSURANCE SERVICES, LLC POSITION: agent/rep NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2017 ADDRESS: 16 FORSYTHE AVE SOUTH YARMOUTH MA 02664-1814 DESCRIPTION: Fixed Life Business 2) NAME: ITP PARTNERS POSITION: Agent NATURE: FIXED LIFE AND ANNUITY SALES INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2017 ADDRESS: 16 FORSYTHE AVE SOUTH YARMOUTH MA 02664-1814 DESCRIPTION: Agent 3) LIFE AGENT POSITION: INSURANCE BROKER NATURE: APPOINTED WITH VARIOUS OUTSIDE CARRIERS to broker NON-REGISTERED OUTSIDE INSURANCE PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2017 ADDRESS: 16 FORSYTHE AVE SOUTH YARMOUTH MA 02664-1814 DESCRIPTION: APPOINTED WITH VARIOUS OUTSIDE CARRIERS TO BROKER NON - NON-REGISTERED OUTSIDE INSURANCE PRODUCTS 4) LIFE AGENT POSITION: AGENT NATURE: FIXED SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2017 ADDRESS: 16 FORSYTHE AVE SOUTH YARMOUTH MA 02664-1814 DESCRIPTION: FIXED SALES 5) JMR FINANCIAL SERVICES & INSURANCE PLANNING INC. POSITION: Agent NATURE: Insurance S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/18/2019 ADDRESS: 16 FORSYTHE AVE SOUTH YARMOUTH MA 02664-1814 DESCRIPTION: Life Sales 6) ITRUST ADVISORS LLC POSITION: Life Sales NATURE: FIXED LIFE AND FIXED ANNUITY SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2017 ADDRESS: 440 S. Warren St., STE 608, Syracuse NY 13202 DESCRIPTION: Work with I trust for Fixed life and annuity sales 7) COLUMBUS LIFE INS CO POSITION: agent NATURE: FIXED LIFE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2017 ADDRESS: 400 Broadway, Cincinnati OH 45202 DESCRIPTION: Life Insurance Sales 8) SIMPLICITY POSITION: Life/Annuity Sales NATURE: FIXED/INDEXED ANNUITY SALES INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2017 ADDRESS: 124 Hebron Ave, Suite 3F, Glastonbury CT 06033 DESCRIPTION: Life Sales 9) CAPE COD WEALTH STRATEGIES AND INSURANCE SERVICES, LLC POSITION: Sales NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 11/18/2019 ADDRESS: 16 Forsythe Ave, South Yarmouth MA 02360, United States DESCRIPTION: Wealth Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-11
• S63 Uniform Securities Agent State Law Examination
  2010-06-21

Other Names

• Jason Rogers