Unclaimed Profile

Jessica Lee Rodgers

RODGERS & ASSOCIATES, LTD.·LANCASTER, Pennsylvania

Clean recordRODGERS & ASSOCIATES, LTD.

2025 LITITZ PIKE, LANCASTER, PA 17601CRD# 2075777Firm CRD# 121700

Profile Verification

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

Identity

Jessica Lee Rodgers · LANCASTER, PA

Registration

CRD #2075777 · RODGERS & ASSOCIATES, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jessica Lee Rodgers is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RODGERS & ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RODGERS & ASSOCIATES, LTD.

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RODGERS & ASSOCIATES, LTD. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2075777

Firm CRD# 121700

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Lee Rodgers offer?

Jessica Lee Rodgers specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Jessica Lee Rodgers's credentials?

Jessica Lee Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Lee Rodgers located?

Jessica Lee Rodgers is based in LANCASTER, Pennsylvania, working with RODGERS & ASSOCIATES, LTD.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Jessica Lee Rodgers charge for services?

Jessica Lee Rodgers'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 RODGERS & ASSOCIATES, LTD.?

RODGERS & ASSOCIATES, LTD. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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