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Jonathan R

Series 63, Series 65, Series 66

Scituate, MA

Cetera

Jonathan Rogers is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Abbey Capital Financial Management and Investors Capital Corporation. Rogers is also the owner and president of Abbey Capital Financial Management and serves as a spokesperson for a local religious organization. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers diversified portfolio management options, including model portfolios, third-party managers, and customized strategies across multiple program platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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