Unclaimed Profile

Christopher James Rogers

JACKSON FINANCIAL MANAGEMENT·COSTA MESA, California

Clean recordJACKSON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christopher James Rogers is a registered financial advisor based in COSTA MESA, California, affiliated with JACKSON FINANCIAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

JACKSON FINANCIAL MANAGEMENT

AUM

$477M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JACKSON FINANCIAL MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2119067

Firm CRD# 108029

View on FINRA BrokerCheck →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →