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Jon M. Rogers

Manageing Executive at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">OSAIC Wealth Mgt. formerly Royal Alliance</span>
Intro Book
Jon M. Rogers, a seasoned executive with 34 years of experience in finance, marketing, and management, holds various professional designations, including CLU, ChFC, AAMS, and MRFC, and is a top performer in the financial industry.
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Location
Greenville, South Carolina, United St...
Skills
  • Strategic Planning
  • Event Planning
  • Budgets
  • Public Speaking
  • Marketing Strategy
  • Show all
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Bio

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Topline AI
Jon M. Rogers is a seasoned professional with extensive experience in the financial services industry. He holds various certifications, includingCLU. ChFC, AAMS, MRFC, and CAP, from The American College of Financial Services. With over 34 years of experience, Rogers has held senior leadership positions at several organizations, including Managing Executive at OSAIC Wealth Mgt. and Chairman of the Board and CEO at Rogers Financial Group. He has also served as a Regional Sales Manager at Liberty Life Insurance Company and a Regional Sales Manager at MetLife. Rogers has a strong educational background, having earned a Doctor of Philosophy (Ph.D.) from LaSalle University and a Bachelor of Science (BS) and Master of Science (MS) from Clemson University. He is fluent in multiple languages, including English, and has expertise in strategic planning, event planning, budgets, public speaking, marketing strategy, sales, team building, management, financial services, and marketing.

Experience

  • OSAIC Wealth Mgt. formerly Royal Alliance
    • GREENVILLE SC
    • Manageing Executive
      • Aug 1989 - Present
      • GREENVILLE SC

      Series 7; Series 24 General Securities Principal ; Series 51Municipal Securities; Series 63 State Securities ; FSI MEMBER

  • Rogers Financial Group
    • Greenville, South Carolina Area
    • Financial Consultant, CEO
      • Jan 1990 - Present
      • Greenville, South Carolina Area
  • MDRT
    • TOT : MDRT
      • Jun 2001 - Present

      Life member of MDRT 37 years : Top of Table member 21 years-Top 5% of Financial Professionals in USA**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client?s evaluation. Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

    • TOT
      • 2001 - Present

    • TOT
      • 2001 - 2016

    • TOT
      • 2001 - 2015

  • Rogers Financial Group, LLC
    • Greenville, South Carolina Area
    • Chairman of the Board, and CEO
      • Jan 2000 - Present
      • Greenville, South Carolina Area
  • Webster University
    • Greenville, South Carolina Area
    • Adjunct Faculty
      • Aug 1998 - Present
      • Greenville, South Carolina Area

      Teach MBA courses in Finance, Marketing, and Business

  • Royal Alliance Associates, now OSAIC WEALTH
    • Managing Executive
      • Mar 1989 - Present

      General Securities Principal (series 24) FSI member ; series 1; series 51 ; state securities 63 Member of Royal Council, Top 20% of RR& ME’s.

    • Registered Representative
      • Mar 1989 - Present

      Series 7 Securities; Series 24 General Securities Principal Series 63 State Securities; Member of FSI

  • North Greenville University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Faculty
      • 1998 - 2015

    • Faculty
      • 1998 - 2015

  • Liberty Life Insurance Company
    • United States
    • Insurance
    • 700 & Above Employee
    • National Sales Manager
      • Jan 1984 - Jan 1990

      Develop a National Financial Marketing team to market life insurance, annuities, investments!

    • Regional Sales Manager
      • Jan 1983 - Jan 1984

      Develop a Regional Financial Marketing team to market life insurance, annuities, investments!

  • MetLife
    • Greenville, SC, Atlanta, Ga. ; Milwaukee, WI.
    • Regional Sales Manager
      • Jun 1969 - Jan 1983
      • Greenville, SC, Atlanta, Ga. ; Milwaukee, WI.

      Insurance sale and management

  • US Army
    • United States, VIETNAM, Ft Benning, Ft Lee
    • Captain
      • Jun 1964 - Jul 1975
      • United States, VIETNAM, Ft Benning, Ft Lee

      Served as an officer in various Logistics Units during the Vietnam War, 25 th INF. and in the Army Reserves until 1975, Awarded Bronze Star; Army Air Medal, Army Commendation Medal with Oak Leaf Cluster!

  • HAMLITON MANAGEMENT CORPORATION
    • SC, VA, VIETMAM, GA
    • Commission Sales Associate
      • Jul 1965 - Jun 1969
      • SC, VA, VIETMAM, GA

      Salesman of Mutual Funds, Life Insurance , Series 1, Life & Health Lic.!Qualified for President’s Conference in Bahamas!

Education

  • 1973 - 2021
    The American College of Financial Services
  • 1992 - 1994
    LaSalle University
  • 1960 - 1966
    Clemson University

Suggested Services

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Industry Focus. “Financial Services”

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