Benjamin Craig Rogers

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/1998 → Present
  Edward D. Jones & Co., L.P.
  Westminster, MD

Other Businesses

Rental property Bomoseen, VT Start date: 1/7/2022 Owner Hours per week: 0 Hours during trading: 0 Use vacation home as rental property when not occupied by owners. Management company handles all details

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  1998-12-02