JR
JR

Jessica Lee Rodgers

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
982 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2025 Lititz Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jessica is a minority owner and manager at Rodgers & Associates, spending about half her time on support functions. She is also involved in book sales and speaking through Plan Smart, LLC, and rental real estate through Sapient, LLC.

Employment History
Current Registrations
Rodgers & Associates
October 2002 - Present · 23 yrs 4 mos
Previous Registrations
Girard Securities, INC.
October 2002 - December 2005 · 3 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.