Whitney Jean 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

• 07/2017 → Present
  Edward Jones
  St Louis, MO
• 11/2011 → 06/2017
  The Walt Disney Company
  Lake Buena Vista, FL

Other Businesses

Mt Pleasant Community School District Type of business: School District Mt Pleasant, IA Start date: 8/1/2023 Color Guard Coach Hours per week: 20 Hours during trading: 5 Coach and lead the High School Color Guard team during the 2023 Marching Band Season (August - October)

Exams

• S66 Uniform Combined State Law Examination
  2017-08-26

Designations

• Certified Financial Planner

Other Names

• Whitney Jean Henderson