Jacqueline F. Rogers

ELEVATED WEALTH LLC

Bentonville, AR

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CRD#: 5810015

Professional summary

Jacqueline Fenix Rogers, CFP®, who also goes by Jacqueline Rogers, Jackie Rogers, Jacqueline Fenix Schell, is a registered financial advisor currently at ELEVATED WEALTH LLC located in Bentonville, Arkansas.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jacqueline has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Rogers | Jackie Rogers | Jacqueline Fenix Schell

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.

Dually employed by Arvest Bank's Trust Department, located in Fayetteville, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Fenix 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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 30, 2024 - Present

ELEVATED WEALTH LLC

RIA

CRD#: 331903

Bentonville, AR

Past

February 27, 2023 - November 20, 2024

NEW WAVE WEALTH ADVISORS

RIA

CRD#: 323414

SPRINGDALE, AR

Past

June 15, 2020 - February 28, 2023

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

Rogers, AR

Past

June 15, 2020 - February 28, 2023

ARVEST WEALTH MANAGEMENT

CRD#: 42057

Rogers, AR

Past

July 24, 2018 - June 17, 2020

PARSEC FINANCIAL

RIA

CRD#: 104919

Charlotte, NC

Past

December 11, 2015 - June 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JOPLIN, MO

Past

November 17, 2015 - June 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JOPLIN, MO

Past

September 9, 2011 - August 20, 2013

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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

Arkansas
(8/30/2024)

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 66

Date: 12/10/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2011

General Securities Representative Examination

Current Firm

ELEVATED WEALTH LLC

CRD#: 331903 / SEC#:

Arkansas

Registered Investment Advisory firm - (8/20/2024 Approved)

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Contact information

Main Address

3938 S Grand Ave Ste C 106, Rogers, AR 72758

Mailing Address

Phone number

(417) 529-2588

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Jacqueline F. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Fenix Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW WAVE WEALTH ADVISORS

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

PARSEC FINANCIAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2015

Series 63

Date: 9/22/2011

SIE

Date: 6/25/2018

Series 7

Date: 9/8/2011

Current Firm

ELEVATED WEALTH LLC

Contact information

Documents

Red Flags

Company Information

ELEVATED WEALTH LLC

TRUST BUT VERIFY

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