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John Barclay Rodgers

CONNOR CAPITAL SB, LLC·SANTA BARBARA, California
Unclaimed Profile
1236 COAST VILLAGE CIRCLE, SANTA BARBARA, CA 93108CRD# 1973969Firm CRD# 283073
01

About

John Barclay Rodgers is a registered financial advisor based in SANTA BARBARA, California, affiliated with CONNOR CAPITAL SB, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONNOR CAPITAL SB, LLC
CONNOR CAPITAL SB, LLC
AUM
$178M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CONNOR CAPITAL SB, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: BOARD MEMBER COMPENSATION RELATED TO THE INVESTMENT
Regulatory
SEC/IARD CRD# 1973969
Firm CRD# 283073
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Barclay Rodgers offer?
John Barclay Rodgers specializes in Retirement Planning. Contact their office in SANTA BARBARA, California for a consultation.
What are John Barclay Rodgers's credentials?
John Barclay Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Barclay Rodgers located?
John Barclay Rodgers is based in SANTA BARBARA, California, working with CONNOR CAPITAL SB, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does John Barclay Rodgers charge for services?
John Barclay Rodgers's firm is compensated through percentage of aum, performance-based fees, other: board member compensation related to the investment. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNOR CAPITAL SB, LLC?
CONNOR CAPITAL SB, LLC has approximately 4 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Valeska Watters — NGEN MGT II, LLCPaula Marie Rezza — PARTNERVEST ADVISORY SERVICES LLCGodfrey Mutoro Bakuli — CONNOR CAPITAL SB, LLCMahtab R Khan — PARTNERVEST ADVISORY SERVICES LLCParry Steve — NGEN MGT II, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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