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Jason Rogers

Financial Advisor

Jason Rogers is a Financial Advisor at McAdams Group, LLC., a full service financial advisory firm in Memphis, TN.

Education / Credentials:

  • Nearly a decade in financial services with stops at large brokerage and investment advisory houses, I bring a wealth of experience to crafting your family’s financial plan so you can enjoy the retirement you’ve always dreamed of. I have primarily worked with families with $2M+ in investable assets for their wealth management needs yet I help all sorts of individuals and families design their financial plan to exceed their wants and needs. With my education at the University of Georgia in Economics and a second degree in History, I bring a firm foundation in the study of economics, financial markets and the context in which they operate to help you and your family navigate the ever complex and dynamic world we live in.
  • FINRA Series 7 and FINRA Series 65
  • Life, Health, and Annuities Licensed

Expertise:

Income and Retirement Planning Specialist – High Net Worth Investment and Advisory Planning – Personal Financial Analysis

Passions:

My family is first and foremost; I love to travel with them all over the world and enjoy delicious food, wonderful sights, and outdoor adventures. I enjoy camping, biking, gym time, and swimming. I’m a passionate history buff – especially Roman, Revolutionary and Antebellum US, and 19th century British history. I’m involved in my local church and enjoy being a resource for others in every way I can.

McAdams Group, LLC, is a full-service financial firm dedicated to helping those in the Memphis area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement. www.sec.gov Brokercheck

Contact Us

98 Timber Creek Drive Cordova, TN 38018
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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McAdams Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McAdams Group, LLC and Sound Income Strategies  are not associated entities. McAdams Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 McAdams Group, LLC

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