Jason S Rogoff
Financial Advisor
.
FIC
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About Jason Rogoff
Education & Accomplishments
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...
My qualifications
- General Securities Representative
- CA Insurance Lic. #0G50838
My state licenses
- Arizona
- Connecticut
- Delaware
- Florida
- Georgia
- Illinois
- Iowa
- Maine
- Maryland
- Massachusetts
- New Jersey
- New Mexico
- New York
- North Carolina
- Oklahoma
- Pennsylvania
- South Carolina
- Texas
- Virginia
- Washington
- Washington DC
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.