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Jonathan Rogers

Building a 💯% Advisor-Owned Partnership of Financial Planners

Jonathan Marichal Rogers is a prominent figure in the investment industry, driven by a personal experience that ignited his passion for helping others make sound financial decisions. With a strong belief in acting as a fiduciary, he serves as a pillar of support, guidance, and confidence for his clients during pivotal financial moments.

In his role as a financial planner and wealth manager, Jonathan leverages his expertise to simplify complex decisions, offering peace of mind to his clients. As a fiduciary, he is dedicated to safeguarding the financial well-being of his clients and their families.

Throughout his career, Jonathan has collaborated closely with DFA advisors within Forum's Wealth Advisor Alliance, where he plays a crucial role as a strategic coach for new advisors, helping them outline and achieve their business objectives through their partnership with Forum.

Jonathan's academic background includes graduating from The University of Texas with a B.B.A. in Finance and a B.A. in Plan II Honors. He furthered his education by obtaining an M.B.A. from The University of Chicago Booth School of Business, focusing on Finance, Marketing, Operations, Entrepreneurship, and Analytical Management.

Jonathan Rogers
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Location

Lombard, Illinois, United States