Jon M. Rogers
Manageing Executive at OSAIC WEALTH MANAGEMENT formerly Royal Alliance Associates
- Role
- Adjunct Faculty at Webster University
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jon M. Rogers
Jon is a Greenville native who has his PhD. in Financial Planning as well as manyqualifications that have allowed him to achieve the experience needed to care for each of hisclients. Jon is a Chartered Financial Consultant, a Chartered Life Underwriter, a CAP, and has workedin the financial services industry for more than 50 +years. Along with his manyaccomplishments in the financial industry, Jon is also an Adjunct Professor at WebsterUniversity and North Greenville University, where he teaches courses in Finance, Marketing,and Business.Along with a vast knowledge of the financial arena, Jon brings a lifetime of practicalexperience to the planning table. He enjoys bringing a personal touch to every aspect of hisbusiness and treats each of his clients with the same southern hospitality that he shows to hisfamily and friends.Jon is married to Jeanette, and together they have three daughters, ten grandchildren and two great grandsons! As a lifelong learner I have just completed my designation as Chartered Advisor in Philanthropy (CAP)! ‘21
Experience
Adjunct Faculty
Aug 1998 — Present
Teach MBA courses in Finance, Marketing, and Business
Education
Clemson University
Bachelor of Science (BS), Master of Science (MS), Agricultural Business and Management
1960 — 1966
The American College of Financial Services
CLU. ChFC, AAMS, MRFC*, CAP*, Financial Planning. Investment. Management, Philanthropy
1973 — 2021
LaSalle University
Doctor of Philosophy (Ph.D.), Financial Management
1992 — 1994
Skills
- Budgets
- Finance
- Financial Services
- Marketing
- Leadership
- Marketing Strategy
- Leadership Development
- Investments
- Event Planning
- Public Speaking
- Financial Planning
- Management
- Team Building
- Strategic Planning
- Sales
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