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JR

John C. Rogers

WEALTHCARE FINANCIAL GROUP
Peachtree City, GA 30269
Some features on this profile are disabled
CRD#: 5270690
JR

Professional summary

John C Rogers, who also goes by Jack C Rogers, John Christopher Rogers, is a registered financial advisor currently at WEALTHCARE FINANCIAL GROUP, INC. located in Peachtree City, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack C Rogers | John Christopher Rogers

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.
Name: National Life Insurance Company, Investment Related: Yes, Address: 511 West 169th Street, Apt. 24, New York, NY. 10032, Nature: Insurance Products Sales, Position: Agent, Title / Relationship: Individual Insurance Agent, Start Date: 11/2018, Approximate Hours per Month: 10 to 20, Hours during Market Hours: 10 to 20, Duties: Insurance Product Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C 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

May 15, 2023 - Present

WEALTHCARE FINANCIAL GROUP, INC.

Office #1: 21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269
RIA
CRD#: 284650
Peachtree City, GA
Past

July 7, 2020 - November 15, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

August 27, 2019 - November 15, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

October 26, 2011 - October 26, 2012

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
JERSEY CITY, NJ
Past

October 26, 2011 - October 26, 2012

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 21, 2009 - July 21, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
FRESNO, CA
Past

January 21, 2009 - July 21, 2010

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
FRESNO, CA
Past

November 15, 2007 - January 21, 2009

WADDELL & REED

RIA
CRD#: 866
FRESNO, CA
Past

November 2, 2007 - January 21, 2009

WADDELL & REED

BD
CRD#: 866
FRESNO, CA
Past

March 14, 2007 - September 24, 2007

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
FRESNO, CA

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
California
(8/15/2023)
IAR
New York
(5/15/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/27/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/14/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/7/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/12/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WF
WEALTHCARE FINANCIAL GROUP, INC.
ALPHA UMI FINANCIAL | WEALTHCARE FINANCIAL GROUP, INC. | SMITH, MARTIN ALEXANDER | SMITH, MARTIN A | HISAAB CAPITAL

CRD#: 284650 / SEC#:

California
Registered Investment Advisory firm - (8/15/2023 Approved)
District of Columbia
Registered Investment Advisory firm - (5/31/2023 Approved)
Georgia
Registered Investment Advisory firm - (5/12/2017 Approved)
Louisiana
Registered Investment Advisory firm - (11/27/2019 Approved)
Maine
Registered Investment Advisory firm - (7/25/2024 Approved)
Maryland
Registered Investment Advisory firm - (9/28/2016 Approved)
Michigan
Registered Investment Advisory firm - (8/14/2025 Approved)
New York
Registered Investment Advisory firm - (5/3/2023 Approved)
Texas
Registered Investment Advisory firm - (1/4/2021 Approved)
Virginia
Registered Investment Advisory firm - (3/4/2023 Approved)
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Contact information

Main Address
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269
Mailing Address
Phone number
(770) 683-3608
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts245
AUM (Assets Under Management)$ 28,246,162

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.

Company Information

WEALTHCARE FINANCIAL GROUP, INC.

CRD#: 284650Peachtree City, GA 30269

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