Profiel
Mr. Christopher J.
Rogers, CFA, is a Chief Investment Officer & Principal at Jackson Financial Management Inc. He joined in 2005.
He is responsible for developing and implementing the overall investment strategy for our clients’ portfolios.
His over thirty years of experience includes systems analysis & design, sales & marketing, accounting, operations, and investment management.
Mr. Rogers began working in the financial services industry in 1981 when he started designing software that tracked gold sales and inventory for Security Pacific Bank.
He spent nearly five years with Pacific Life Insurance Company and was part of the initial team selected to construct a major effort to build their annuity business unit.
He joined First American Trust Company, where he was in charge of all trust company investments.
In such capacity, Mr. Rogers led a team managing more than $1 billion in investment assets including portfolios for individuals, the trust company itself and reserves for the parent company – First American Corporation.
During his tenure, he conducted a significant restructuring of corporate wide investment operations.
He has been a Chartered Financial Analyst since 1999.
He earned his bachelor’s degree in Economics from the University of Washington.
Eerdere bekende functies van Chris Rogers
Bedrijven | Functie | Einde |
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Jackson Financial Management, Inc.
Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Chief Investment Officer | 27-03-2020 |
Opleiding van Chris Rogers
University of Washington | Undergraduate Degree |
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Jackson Financial Management, Inc.
Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Finance |