Jacqueline Fenix Rogers
Advisor at Elevated Wealth LLC — Bentonville, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
12 years
Location
Bentonville, AR
Elevated Wealth LLC
Independent
Total advisors
1Clients per advisor
60 Very HighAvg AUM per client
$360,417 LowHNW client ratio
38% HighJacqueline Rogers is a Certified Financial Planner® at Elevated Wealth LLC with 12 years of industry experience. She has worked at firms including New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines fundamental and technical analysis with mutual fund and ETF evaluation to tailor portfolios across passive and active strategies, operating as a fiduciary and fee-only adviser.
Based on Elevated Wealth LLC
Fixed fees range from $1,500 to $10,000
Up to 1.25% annually
$250 per hour
Annual retainer fee ranging from $1,500 to $10,000, payable monthly or quarterly
Fee-only: Financial planning fees are negotiable; hourly fee $250/hour; fixed fee range $1,500-$10,000; annual retainer fee range $1,500-$10,000
Bentonville, AR
Bentonville AR
Advisors at this office
1
Arkansas
12 years of industry experience
New Wave Wealth Advisors
2023 - 2024 • 1 year
Springdale, AR
Arvest Wealth Management
2021 - 2023 • 2 years
Rogers, AR
Arvest Bank
2021 - 2023 • 2 years
Rogers, AR
Arvest Wealth Management
2020 - 2021 • 1 year
Fayetteville, AR
Arvest Bank
2020 - 2021 • 1 year
Fayetteville, AR
Parsec Financial Management
2018 - 2020 • 2 years
Charlotte, NC
Wells Fargo Clearing
2016 - 2018 • 2 years
Joplin, MO
Wells Fargo Advisors, LLc
2015 - 2016 • 1 year
Joplin, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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