Jonathan Marichal Rogers

About Jonathan Marichal Rogers

I entered the investment industry because my parents invested in a fraudulent private real estate deal while I was in college. It galvanized me and made me want to help people avoid the same mistakes in their own financial lives. I act as a fiduciary at all times, a coach during tough times, and a source of confidence when my clients are making major financial decisions.\"- JRAs a financial planner and wealth manager, Jonathan provides guidance and education to friends and family. He simplifies these decisions bringing peace of mind to his clients. As a fiduciary, his role is to be a steward of the financial well-being of his clients and their families.Jonathan also works closely with the DFA advisors who constitute Forum’s Wealth Advisor Alliance. He is a strategic coach for new advisors to define their business goals and how best to achieve those goals through their partnership with Forum.Jonathan previously worked for Dimensional Fund Advisors (DFA) in their financial adviser services group. He graduated from The University of Texas with a B.B.A. in Finance and a B.A. in Plan II Honors. He earned an M.B.A. from The University of Chicago Booth School of Business with concentrations in Finance, Marketing, Operations, Entrepreneurship, and Analytical Management.CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Experience

1. Co-managing Partner

   Forum Financial Management, Lp

   Jan 2012 — Present · Lombard, IL, US

   At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy —getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone’s financial life, we are able to design an investment plan that is built to achieve a client’s short- and long-term goals. That’s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave, Suite 100, Lombard, IL 60••••••••20).What I post on LinkedIn is my opinion, not the opinion of Forum.

Education

• The University of Texas at Austin

  BBA Finance & BA Plan II Honors

  2002 — 2006

• The University of Chicago Booth School of Business

  MBA | Concentrations: Finance, Entrepreneurship, Marketing, Analytic Management, & Operations Management

  2010 — 2012

Skills

• Asset Management
• Wealth Management
• Investment Management
• Insurance
• Estate Planning
• Financial Modeling
• Marketing
• Personal Finance
• Retirement
• Mergers & Acquisitions
• Entrepreneurship
• Portfolio Management
• Equities
• Retirement Planning
• Finance
• Financial Services
• Asset Allocation
• Valuation
• Corporate Finance
• Investments
• Financial Advisory
• Small Business
• Strategy
• Management
• Due Diligence
• Financial Analysis