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Credentials
Series 63, Series 66
Experience Industry experience
11 years
Location
Marion, KY 42064
Edward Jones
Institution
Grant Rogers is a financial advisor with Edward Jones in Marion, Kentucky, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and advisory services while operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Marion, KY
123 E Bellville St
Marion KY 42064
Advisors at this office
1
Kentucky
11 years of industry experience
Edward Jones
2022 - Present • 4 years
St Louis, MO
Woodmen Financial Services, Inc.
2015 - 2021 • 6 years
Omaha, NE
Woodmen of the World Life Insurance Society
2009 - 2021 • 12 years
Omaha, NE
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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