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JR

Jonathan D. Rogers

CLEARVIEW FINANCIAL STRATEGIES LLC
Atkinson, NH
Some features on this profile are disabled
CRD#: 6381568
JR

Professional summary

Jonathan David Rogers is a registered financial advisor currently at CLEARVIEW FINANCIAL STRATEGIES LLC located in Atkinson, New Hampshire.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

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.
Sole Proprietor; 135 Maple Ave. Atkinson, NH 03811; Insurance agent; investment related; Start date 01/2022; approximately 50 hours per month devoted to business; appx. 25hours during trading hours; fixed life, annuities and long term disabilities; owner; managing operations/meeting with clients. Horizon Properties, LLC; Atkinson, NH; Residential Property Management; Position: Owner; Start date 11/2020; appx. 8 hours per month; not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David 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

February 14, 2022 - Present

CLEARVIEW FINANCIAL STRATEGIES LLC

RIA
CRD#: 318184
Atkinson, NH
Past

November 8, 2021 - April 6, 2022

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Atkinson, NH
Past

August 30, 2019 - October 11, 2021

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Atkinson, NH
Past

May 26, 2015 - September 15, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOSTON, MA

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
Massachusetts
(3/29/2022)
IAR
New Hampshire
(2/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/26/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CLEARVIEW FINANCIAL STRATEGIES LLC
CLEARVIEW FINANCIAL STRATEGIES LLC

CRD#: 318184 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/29/2022 Approved)
New Hampshire
Registered Investment Advisory firm - (2/14/2022 Approved)
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Contact information

Main Address
Atkinson, NH
Mailing Address
Phone number
(864) 787-5115
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts90
AUM (Assets Under Management)$ 15,200,000

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

CLEARVIEW FINANCIAL STRATEGIES LLC

CRD#: 318184Atkinson, NH

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