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Jason S Rogoff

Advisor Image
Jason S Rogoff
Financial Advisor
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FIC
About Jason Rogoff
About Jason Rogoff
My primary focus as a Financial Representative is to inspire and guide my clients to protect themselves from uncertainty and to provide the tools to help them safeguard and grow their wealth. I am passionate about helping others to plan for retirement with the goal of providing financial freedom and to help them live the life they imagine.

It is Thrivent’s mission - helping Christians be wise with money and to live life generously - that attracted me at a young age to a career that combines strong values with finances. I have helped hundreds of clients to fulfill this mission and I look forward to continuing to do so for many more years.

In my free time, I enjoy boating, volunteering in my community, and spending time with my wife, Dana and our three children.
Education & Accomplishments
  • Bachelor of Arts in Finance & Marketing, SUNY Albany
  • Life & Health Insurance Licenses
  • FINRA Series 66 Uniform Combined State Law Exam
  • FINRA Series 7 General Securities Exam
My qualifications
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0G50838)
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Kentucky
  • Maine
  • Maryland
  • Massachusetts
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington
  • Washington DC

Insights

Younger Americans fear AI's retirement impact, Thrivent finds
Younger Americans fear AI's retirement impact, Thrivent findshttps://www.investmentnews.com/retirement-planning/younger-americans-fear-ais-retirement-impact-thrivent-finds/267466
Steady growth, stubborn inflation: Q3 2026 market outlook
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
1st Quarter 2026 Market Review: Geopolitics takes center stage
1st Quarter 2026 Market Review: Geopolitics takes center stageQ1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.
Office location
Office Location
Westbury Location
1400 Old Country Rd Ste 309
Westbury, NY 11590
Phone516-221-6616Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations