Unclaimed Profile

Christopher James Rogers

JACKSON FINANCIAL MANAGEMENT·COSTA MESA, California

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredJACKSON FINANCIAL MANAGEMENT

151 KALMUS DRIVE, SUITE H7, COSTA MESA, CA 92626CRD# 2119067Firm CRD# 108029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher James Rogers · COSTA MESA, CA

Registration

CRD #2119067 · JACKSON FINANCIAL MANAGEMENT · 24 years registered

Brand Profile

Not yet started

Career History

7 SUMMITS INVESTMENT MANAGEMENT, LLC

Oct 2024 – present

MERCER GLOBAL ADVISORS INC.

Oct 2019 – Feb 2022

Costa Mesa, CA

JACKSON FINANCIAL MANAGEMENT

Apr 2006 – Mar 2020

COSTA MESA, CA

FIRST AMERICAN TRUST

Jan 2004 – Mar 2004

SANTA ANA, CA

FIRST AMERICAN CAPITAL MANAGEMENT, INC.

Aug 2002 – Jan 2004

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACKSON FINANCIAL MANAGEMENT

CRD 108029 · SEC 801-55787

AUM

$477M

Regulatory assets under management

Employees

1,787 client accounts

Services offered by JACKSON FINANCIAL MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACKSON FINANCIAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Christopher James Rogers offer?

Christopher James Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Christopher James Rogers's credentials?

Christopher James Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher James Rogers located?

Christopher James Rogers is based in COSTA MESA, California, working with JACKSON FINANCIAL MANAGEMENT. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Christopher James Rogers charge for services?

Christopher James Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON FINANCIAL MANAGEMENT?

JACKSON FINANCIAL MANAGEMENT has approximately 13 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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