Unclaimed Profile

Jason Dylan Rogers

GIRARD SECURITIES, INC.·SAN DIEGO, California

SIE, Series 7, Series 7TO, Series 24, Series 31, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean record16 years registeredGIRARD SECURITIES, INC.

9560 WAPLES STREET, SAN DIEGO, CA 92121CRD# 2641674Firm CRD# 18697

Profile Verification

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

Identity

Jason Dylan Rogers · SAN DIEGO, CA

Registration

CRD #2641674 · GIRARD SECURITIES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GIRARD SECURITIES, INC.

CETERA ADVISOR NETWORKS LLC

Oct 2017 – Apr 2020

SAN DIEGO, CA

GIRARD SECURITIES, INC.

Jul 2010 – Nov 2017

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 31

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Registration record

First registered · July 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIRARD SECURITIES, INC.

CRD 18697 · SEC 801-61470

AUM

$597M

Regulatory assets under management

Employees

126

2,658 client accounts

Services offered by GIRARD SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GIRARD SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Dylan Rogers offer?

Jason Dylan Rogers specializes in Financial Planning, Investment Management, Wealth Management.

What are Jason Dylan Rogers's credentials?

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

Where is Jason Dylan Rogers located?

Jason Dylan Rogers is based in SAN DIEGO, California, last registered with GIRARD SECURITIES, INC..

How does Jason Dylan Rogers charge for services?

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

How large is GIRARD SECURITIES, INC.?

GIRARD SECURITIES, INC. has approximately 126 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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