Jack A. Rogers

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

Canonsburg, PA 15317

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CRD#: 5032355

Professional summary

Jack A. Rogers is a registered financial advisor currently at HUTCHISON WHITEHEAD WEALTH MANAGEMENT located in Canonsburg, Pennsylvania.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jack has worked at 1 firm and has passed the Series 65 exam.

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.

PROPRITOR/OWNER ROGERS AQUARIUM. I CONSULT AND SELL SUPPLIES RELATED TO PONDS AND AQUARIUMS. 20 YRS. 4HRS/MONTH, NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack A. Rogers's 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

November 9, 2005 - Present

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

Office #1: 1800 Main Street Suite 220, Canonsburg, PA 15317

RIA

CRD#: 129716

Canonsburg, PA

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

Pennsylvania
(11/9/2005)

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

IAR

Series 65

Date: 11/8/2005

Uniform Investment Adviser Law Examination

Current Firm

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

AXIOM FINANCIAL GROUP, LLC | HUTCHISON WHITEHEAD, LLC | HUTCHISON WHITEHEAD WEALTH MANAGEMENT | AXION FINANCIAL GROUP, LLC | AXION FINANCIAL GROUP

CRD#: 129716 / SEC#:

Colorado

Registered Investment Advisory firm - (3/18/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/8/2004 Approved)

Texas

Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)

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Contact information

Main Address

1800 Main Street Suite 220, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 873-8755

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 78,036,974

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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Jack A. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack A. Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2005

Current Firm

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

TRUST BUT VERIFY

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