Jason A. Rodgers

BEACON FINANCIAL GROUP

Aurora, OH 44202

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CRD#: 3235116

Professional summary

Jason Andrew Rodgers is a registered financial advisor currently at BEACON FINANCIAL GROUP, INC. located in Aurora, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 7 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Andrew Rodgers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 21, 2022 - Present

BEACON FINANCIAL GROUP, INC.

Office #1: 173 South Chillicothe Road, Aurora, OH 44202

RIA

CRD#: 317775

Aurora, OH

Past

December 23, 2019 - February 23, 2022

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

Past

April 5, 2011 - December 31, 2019

WELLINGTON SHIELDS & CO., LLC

CRD#: 149021

CLEVELAND, OH

Past

August 1, 2005 - April 5, 2011

SOLEIL SECURITIES CORPORATION

CRD#: 124737

CLEVELAND, OH

Past

July 22, 2005 - August 2, 2005

INSTINET, LLC

CRD#: 42886

NEW YORK, NY

Past

July 8, 2003 - June 30, 2005

LYNCH, JONES & RYAN LLC

CRD#: 3198

NEW YORK, NY

Past

August 17, 1999 - June 20, 2003

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON FINANCIAL GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/26/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 11/10/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/16/1999

General Securities Representative Examination

Current Firm

BEACON FINANCIAL GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 Approved)

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Contact information

Main Address

173 South Chillicothe Road, Aurora, OH 44202

Mailing Address

Phone number

(216) 998-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 745,926,980

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason A. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Andrew Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

WELLINGTON SHIELDS & CO., LLC

SOLEIL SECURITIES CORPORATION

INSTINET, LLC

LYNCH, JONES & RYAN LLC

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

BEACON FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/26/2005

SIE

Date: 10/1/2018

Series 87

Date: 11/10/2004

Series 7

Date: 8/16/1999

Current Firm

BEACON FINANCIAL GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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