Jason Andrew Rodgers

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 12/2019
  Wellington Shields & Co. Llc
  New York, NY
• 08/2005 → 12/2019
  Soleil Securities
  Cleveland, OH
• 12/2019 → 02/2022
  Lincoln Financial Advisors, Inc
  Cleveland, OH
• 11/2021 → Present
  Beacon Financial Group, Inc
  Aurora, OH
• 02/2026 → Present
  Osaic Advisory Services
  Scottsdale, AZ

Previous Registrations

• 2022-03-21 → 2026-03-27
  Beacon Financial Group, Inc.
  Aurora, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-26

Designations

• Chartered Financial Analyst

Other Names

• Jason Andrew Rodgers
• Jason Rodgers